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

Industries / Retail and cooperative banks

Retail and cooperative banks

Your customers save. They don’t invest.

The deposits sit with you, the depots open elsewhere. Turning banking customers into investing customers is a content problem before it is a product problem.

Book a demo

We know where it hurts

These are the problems.

And this is what fixes them

One product per problem.

Level 2

From saver to investor

Depot opened at your bank

beatvest Journeys →

Deposits without depots

Journeys that walk a saver to their first depot and savings plan, inside your app, under your brand.

Compliance
WpHG and MiFID II compliant
DEFINO certified

beatvest Journeys →

Fear of the advice line

Education, not advice: certified, WpHG and MiFID II compliant content that legal signs off on, produced and updated by us.

Webhook · level reached

Next step: savings plan

Sent by your CRM

beatvest Flows →

A CRM that only sends statements

Progress webhooks and ready-made flow blueprints put your existing CRM to work on activation.

New Year

Financial fitness, January

Campaign

beatvest Campaigns →

No reach into the young segment

Campaigns built for the audience your branches never see: digital, shareable, launched at moments of intent.

In practice

A couple in conversation at the kitchen table

Top 5 German direct broker

How an existing book gets activated.

Read the case study

Discover what beatvest can do for your funnel.

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

Book a demo