Top 5 German robo-advisor
One of Germany’s five largest digital wealth managers. Three mandates, one number behind all of them: assets under management per customer.
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Top 5 German robo-advisor
The starting point
The mandates
What is your risk appetite?
How far it can fall before you would panic.
Increase onboarding conversion.
Every step of the onboarding gets a three-minute explanation in plain language. Risk appetite, explained like a human would.
One product becomes several
When the moment fits their life.
Increase cross-selling.
Content-led journeys move customers into the provider’s further portfolio products when the moment fits their life, not when a banner says so.
€100 → €150
monthly, stepped up
Grow the AUM of existing customers.
Opening a savings plan is easy. Raising it is the hard part. Flows that step contributions up and turn one-off deposits into standing orders.
30 minutes, your numbers, a concrete proposal for where to start.
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