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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Industries / Insurers and pension providers

Insurers and pension providers

Signed once, then forgotten.

You sit on more customer data than any bank, and engage with none of it. The product is a checkout, the advisors default to what they understand, and the workplace pension is invisible to the people it belongs to.

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We know where it hurts

These are the problems.

And this is what fixes them

One product per problem.

Your customer base

Data in, content out

Segment: young families
Next: pension gap journey

beatvest Daily →

Data without engagement

A content layer on the customer base you already own: journeys and daily formats matched to life situations your data already knows.

Workplace pension

Your pension in 20 years

€48,200

beatvest Campaigns →

A checkout product

Calculators, challenges and answers in the flow give a transactional product surface area worth returning to.

Advisor enablement

Level 3: fund-linked products

Proposal quality up

beatvest Journeys →

Advisors selling low-margin

Journeys for your advisor network: Berater who understand the products propose the right ones, not the easy ones.

bAV

Activate the workplace pension

Employee activated

beatvest Flows →

The silent bAV

Activation journeys that make employees see, value and top up the pension they already have.

In practice

Two professionals smiling during a conversation

Penzilla

Financial education meets the workplace pension.

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