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

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Case studies

Top 5 German direct broker

From dormant depots to a daily habit.

One of Germany’s five largest direct brokers, with a customer base in the millions and one of the largest existing depot books in the country. Four mandates along the funnel, each tied to a number the client is measured on.

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Industry

Direct broker

Products in use

Campaigns · Journeys · Daily · Flows

Delivery

Embedded in the client’s app

A man on a window sill reading on his smartphone

Top 5 German direct broker

The starting point

The mandates

The mandates, and the product behind each.

10 Day Money Challenge+250

Day 5 of 10

Day 5 reward unlocked
Grand unlock at day 10

beatvest Campaigns →

A gamified acquisition campaign.

Ten days, one lesson a day, points that turn into real rewards. A challenge is a story people share; a product ad is not.

Segment: dormant, day 14

You’re almost there.

Sent by the client’s CRM · beatvest blueprint

Email opened · deep link followed
Portfolio opened · 6 days later
Conversion completed

beatvest Flows →

Reactivating the dormant book.

Behavioral segments, one message that moves each of them on, sent by the client’s CRM on beatvest webhooks and blueprints.

Level 3 · Journey end

Product opened

KYC started
Savings plan set up · €100 monthly
Product action completed

beatvest Journeys →

Cross-sell through journeys.

Content-led journeys that earn the right to make the offer. The journey ends where the product begins.

Today · 07:30Day 12

Why energy prices moved

And what it means for your portfolio.

3 min

beatvest Daily →

A daily brand interaction.

A daily news format that makes the app a habit, not a destination.

More case studies

Discover what beatvest can do for your funnel.

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

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