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Case studies

Direct broker Robo-advisor Penzilla beatvest B2C app

Company

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Case studies

Penzilla · digital bAV platform

Financial education meets the workplace pension.

Penzilla organizes and administers occupational pensions digitally. beatvest is the education layer inside it: employees finally understand the benefit they already have, and start to value it.

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Industry

Occupational pensions (bAV)

Products in use

Journeys · Campaigns

Delivery

Integrated into the Penzilla platform

Public since

June 2026, announced by Penzilla

Two colleagues discussing at a bright office window

Penzilla × beatvest

The bAV, finally understood.

The starting point

The mandates

The mandates, and the product behind each.

Entgeltumwandlung

How your salary becomes a pension

Without the jargon.

Explained in three minutes
Quiz passed
Benefit understood

beatvest Journeys →

Make the benefit understood.

beatvest explains salary conversion, pensions and ETF savings plans in plain language, integrated directly into the Penzilla platform.

Workplace pension

Your pension in 20 years

€48,200

Calculator

beatvest Campaigns →

Make it tangible.

Calculators and challenges give a transactional product surface area: employees see what is already building for them.

HR inbox

Fewer pension questions

Answered in the flow, not by email.

“What is Entgeltumwandlung?”
“How much is in my pension?”
Employer branding

beatvest Journeys →

Take the load off HR.

When employees understand their bAV, HR stops being the help desk for it, and the benefit starts working as employer branding.

Partnership announced publicly by Penzilla, June 2026.

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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