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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

Company

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Products / beatvest Journeys

beatvest Journeys · Activate

Every level ends in a product action.

Structured learning journeys, three minutes per module, that walk a customer from the first concept to KYC, the first trade and a running savings plan.

Level 2 · Your first investmentModule 3 of 5
Quiz passed: what an ETF actually costs
Level ends with: savings plan set up

What it includes

Product actions
KYC started
First trade
Savings plan

A real step at every level

KYC, account opening, first trade, savings plan, diversification. Learning that converts because acting is part of the course.

What is an ETF?

A fund that tracks an index
A single stock

Quizzes that gate progress

The next level opens when it sits. Completion means understanding, not scrolling.

Compliance
WpHG and MiFID II compliant
DEFINO certified

Compliant by design

Produced by finance experts, certified, and kept current when regulation moves.

Results

The numbers behind the format.

98%

of started lessons are completed

70%

of learners start the KYC process

47%

of learners set up a savings plan

Aggregated data from live bank partnerships and the beatvest B2C app.

In practice

A young woman on her smartphone in a bright room

Top 5 German robo-advisor

Onboarding conversion among beginners.

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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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