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beatvest Campaigns beatvest Journeys beatvest Daily beatvest Flows

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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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Products / beatvest Flows

beatvest Flows · Reactivate and grow

The next step, sent at the right moment.

Every learning moment becomes a webhook. Your CRM turns it into the next step: a nudge, a reactivation, a step-up. We deliver the blueprints and the copy.

Your CRMWebhooks live

Events today

Level 2 reached · 09:41
Inactive 14 days · segment: dormant
You’re almost there. Open your account now.
Portfolio opened · +1 conversion

What it includes

Signals
Module completed
Level reached
Gone quiet · day 14

A webhook for every moment

Module completed, level reached, inactivity, conversion action. Your systems know in real time, no PII attached.

Template · dormant, day 14

You’re almost there.

Subject line, body and timing, ready for your CRM.

Blueprints and 25+ templates

Segmentation, copy and timing for your CRM. Your team sends, we keep optimizing.

Email → Level 3, module 2
Deep link

Deep links back into the journey

Every message lands exactly where the customer left off, not on a homepage.

In practice

A woman in a cozy outfit using her smartphone on a sofa

Top 5 German robo-advisor

Contribution step-ups through content-led journeys.

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