Case

Longeviver: financial education for longevity on WhatsApp, with CORRE.SOCIAL

How the Educação Financeira para a Longevidade course, by OLHE and Longeviver, brings text, audio and video lessons on WhatsApp to people aged 60 or over in São Paulo, using CORRE.SOCIAL no-code flows.

  • Longeviver
An older person watches a lesson of the Educação Financeira para a Longevidade course on a phoneCourse participants: older people use their phones in a classroomClose-up of a phone showing a video lesson of the courseWhatsApp chat: a short video from the teacher with a continue button and an audio saying “I know how much money I can spend each month”WhatsApp chat: audio and text phrases about one's relationship with money, with “Fits me” and “Doesn't fit me” buttons
Photos: OLHE collection – Observatório da Longevidade Humana e Envelhecimento | Project Educação Financeira para a Longevidade (opens in a new tab)

The process

Educação Financeira para a Longevidade is a course for people aged 60 or over in the city of São Paulo, with lessons on WhatsApp and in-person meetings. CORRE.SOCIAL implemented the WhatsApp journey together with OLHE and Longeviver:

  • Input: the WhatsApp chatbot.
  • No-code blocks: paths in text, audio and video; message classification with AI; reminders and re-engagement.
  • Output: the course's own messages, on WhatsApp.
  • WhatsApp chatbot
  • Paths in text, audio and video
  • Message classification with AI
  • Reminders and re-engagement

How it was without CORRE

Without a WhatsApp journey, the course is limited to the in-person meetings, and following each person depends on the team remembering one by one, by hand.

How it works with CORRE

The lessons arrive on WhatsApp. A short video from the teacher comes with a button to continue; audios with phrases like "I know how much money I can spend each month" invite the person to answer with buttons like "Fits me" and "Doesn't fit me". AI comes in as a block, to classify the messages that arrive, and the re-engagement reminders go out from the same flow.

"CORRE's role was very important in setting up a new way of bringing financial education to the older population of the city of São Paulo."

Denise Mazzaferro · OLHE

By the numbers

ItemDetail
ClientOLHE · Longeviver
ProjectEducação Financeira para a Longevidade
AudiencePeople aged 60 or over in the city of São Paulo
FormatLessons on WhatsApp and in-person meetings
Process typeTraining
How we workImplementation & consulting
Blocks usedWhatsApp chatbot; Paths in text, audio and video; Message classification with AI; Reminders and re-engagement
SupportCity of São Paulo – Human Rights and Citizenship; FMID – São Paulo Municipal Fund for Older People; CMI-SP – São Paulo Municipal Council for the Rights of Older People

Support

  • City of São Paulo – Human Rights and Citizenship
  • FMID – São Paulo Municipal Fund for Older People
  • CMI-SP – São Paulo Municipal Council for the Rights of Older People

What we learned

  • The WhatsApp lesson coexists with the in-person meeting. The course has both formats, and the flow takes care of the first.
  • Text, audio and video on the same path. Each step uses the format that explains it best.
  • Reminding is also part of the design. Reminders and re-engagement are blocks of the flow, not tasks for the team.

See also