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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

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Industries / Direct brokers and neo-brokers

Direct brokers and neo-brokers

Your book is full of depots that do nothing.

Acquisition gets more expensive every quarter while hundreds of thousands of existing depots sit empty or dormant. The cheapest growth is already in your book.

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We know where it hurts

These are the problems.

And this is what fixes them

One product per problem.

Segment: dormant, day 14

You’re almost there.

Portfolio funded · 6 days later

beatvest Flows →

Dormant depots

Behavioral segments and CRM flows that move each dormant depot one concrete step, on your webhooks, from your CRM.

Today

Why energy prices moved

3 minDay 12

beatvest Daily →

An app without a habit

A daily brief under your brand gives customers a reason to open the app that is not a crash.

10 Day Money Challenge

Day 5 of 10

beatvest Campaigns →

Expensive acquisition

A challenge is a story people share. Campaigns lower acquisition cost because the funnel starts with value, not with an ad for fees.

Journey end

Savings plan set up

€100 monthly · standing order

beatvest Journeys →

Flat savings plan numbers

Journeys that end in the action: 47% of learners across our deployments set up a savings plan.

In practice

A man with a coffee checking his phone at a bright window

Top 5 German direct broker

From dormant depots to a daily habit.

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Discover what beatvest can do for your funnel.

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

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