Products

beatvest Campaigns beatvest Journeys beatvest Daily beatvest Flows

Industries

Direct brokers and neo-brokers Retail and cooperative banks Digital wealth managers Asset managers Insurers and pension providers

Case studies

Direct broker Robo-advisor Penzilla beatvest B2C app

Company

Customers Book a demo

More conversion.
At every stage of the funnel.

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Trusted by financial institutions across Europe

Top 5 German direct broker Top 5 German robo-advisor Berliner Volksbank Cooperative retail bank Penzilla
DEFINO certified, the only digital provider in Germany 4.8 / 5 App Store, 1,000+ ratings Apple App of the Day

The platform

One suite. Four products. The whole funnel.

Start at the stage where you lose the most customers, or run the funnel end to end. Every product is white-label: your brand, our engine.

The 10 Day Money Challenge Campaign live

Day 5 of 10

+250
Day 5 reward unlocked
Grand unlock at day 10
beatvest Campaigns · Acquire

Themed acquisition funnels, a New Year challenge, women and investing, first-time investors, launched when people already want to fix their finances. Points, streaks and rewards inside the compliance line. Landing page, in-app flow and creative built and run under your brand.

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Level 2 · Your first investment In your app
Savings plan set up · €100 monthly
Every level ends in a product action
beatvest Journeys · Activate

Learning journeys where every level ends in a real step: KYC, account opening, first trade, savings plan. Embedded in your app via API and webhooks, or hosted by us with zero IT effort. WpHG and MiFID II compliant language, produced by our finance experts.

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Daily brief 07:30

Why energy prices moved today

And what it means for your portfolio.

3 min Day 12
beatvest Daily · Engage

A daily reason to open your app: what moved the markets today and why it matters, in three minutes, under your brand. Streak mechanics that kept our own users coming back for 46 days in a row on average.

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Your CRM Webhooks live

Signal detected · inactive for 14 days

You’re almost there. Open your account now.
Portfolio opened · 6 days later
Conversion completed
beatvest Flows · Reactivate and grow

A webhook for every moment: module completed, level reached, gone quiet, ready to convert. Flow blueprints and email templates for your CRM, ready to send. Dormant accounts reactivated, savings plans stepped up.

Explore beatvest Flows →

Industries

Built for the funnel you run.

Results

Education that converts, not content that entertains.

98%

of started lessons are completed

70%

of learners start the KYC process

47%

of learners set up a savings plan

Lesson completion

98% beatvest
30–40% industry

Daily streaks

339 days, longest streak
46 days, average

Open rate on placed content

~75% beatvest
~25% financial services average

Aggregated data from live bank partnerships and the beatvest B2C app. Industry benchmarks: e-learning and finance app averages.

Case studies

What this looks like in practice.

Every mandate is tied to a number the client is measured on.

10 Day Money Challenge

Day 5 of 10

Top 5 German direct broker

Activate the existing book, from acquisition campaign to daily habit.

A gamified acquisition challenge for new customers, reactivation flows for the dormant book, and a daily news format that makes the app a habit.

Read the case study →
Onboarding

What is your risk appetite?

How far it can fall before you would panic.

A plain answer, right in the flow

Top 5 German robo-advisor

Increase onboarding conversion among beginners.

A plain answer at every question that stalls them. Risk appetite, explained like a human would.

Read the case study →
Savings plan

€100 → €150

monthly, stepped up

Top 5 German robo-advisor

Increase recurring monthly contributions.

Opening a savings plan is easy. Raising it is the hard part. Content-led journeys that step contributions up.

Read the case study →
Cross-sell

One product becomes several

Second product opened

Top 5 German robo-advisor

Move customers into further products.

Content-led journeys carry customers into the provider’s other products when the moment fits, growing AUM per customer.

Read the case study →
Workplace pension

Your pension in 20 years

€48,200

Calculator

Penzilla

Build brand equity around a transactional product.

A pension is a checkout. Calculators, challenges and answers in the flow give it surface area.

Read the case study →
Audience

52% female users

Context before product.

beatvest B2C app

Reach and convert a female audience.

52% female users. Context before product: women are not less interested, they are less well served.

Read the case study →

Client names shown where our agreements allow, remaining mandates described by category.

These are their stories

Five beatvest users, in their own words: what got them started, and what kept them coming back. German audio, English subtitles.

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How it works

In your app, or hosted by us.

Your app Powered by beatvest
Webhook: level 2 reached Your CRM sends the next step

01

Embedded

Inside your app, under your brand, on our engine.

  • Anonymous ID in, webhooks out. Your backend passes a session ID, we return every progress event in real time.
  • No PII ever reaches us. GDPR light, DORA non-critical, one data agreement.
  • 8 weeks to live. From briefing to production.
learn.yourbank.de Your brand, our hosting
10 Day Challenge hub Live in 3 weeks

02

Hosted

A branded experience under your subdomain, zero IT effort.

  • Just a link. No integration, no webhook endpoint, no IT project.
  • No user data collected. No registration, no cookies, no data agreement needed.
  • 3 weeks to live. From briefing to launch.

Pricing

Aligned with your outcomes.

A fixed platform fee plus a component per activated customer. We earn when your funnel converts, so we optimize for the same number you do.

01 · Fixed

Platform

A fixed monthly fee for the white-label platform, all content, and ongoing regulatory updates.

02 · Variable

Activation

A component per active customer, capped and predictable.

03 · Aligned

Outcomes

On selected partnerships: per account opened, per trade, per savings plan.

We earn when your funnel converts.

Trust and compliance

Built for regulated institutions, from day one.

DEFINO certified, the only digital provider in Germany WpHG and MiFID II compliant language GDPR: no PII, anonymous IDs only DORA: non-critical ICT service
AWS Frankfurt, eu-central-1, multi-AZ 99% SLA, monitored 24/7 TLS 1.2+ in transit, AES-256 at rest
Apple App of the Day WIRED Hottest Startups Europe FinTech Germany Award

Discover what beatvest can do for your funnel.

30 minutes, your numbers, a concrete proposal for where to start.

Book a demo