The challenge is to digitally engage
wealthy banking clients
without human
encouragement
HOW TO TURN
SAVERS INTO INVESTORS?
CASH IS PILING UP!
EVERYWHERE...
Eurostat
News release – 145/2020
The Wall Street Journal
WSJ – March 1, 2021
De Standaard
DS – April 8, 2021
CHALLENGE ACCEPTED
USE BEHAVIORAL TECHNOLOGY TO TURN SAVERS INTO INVESTORS
DIGITAL
“With Fincite’s technology expertise & everyoneINVESTED’s research experience, we created a unique conversion process for financial institutions.”
.
Friedhelm Schmitt
Co-founder and co-CEO, Fincite
COMPLIANT
“Profiling your client-investor is mandatory in case of investment advice. It is all about the way and how to do it taking into account MiFID.”
.
Ingrid D'Haeyer
Head Group Legal Banking Products, KBC Group
HIGH CONVERSION
“At everyoneINVESTED we specialize in building engaging digital onboarding journeys. Our realizations have successfully recruited young, first investors in Ireland, Belgium and Czech Republic.”
Gosia Fortuna
Head of Solutions, everyoneINVESTED
HOW DOES IT WORK?
A SAAS-BASED SOLUTION IN 3 SIMPLE STEPS
The Conversion Engine goes beyond standard profile-based advice for more traditional investors. It turns wealthy savers into investors by acknowledging their clear preference for savings.
The hyper-personalized journey channels their fear and reluctance by bringing the investment story differently with a lot more focus. It enables an explicit advisory flow with an execution-only feel.
At the end of the process, the wealthy savers gave us a risk profile and an amount ready to be invested.
BUSINESS CASE
FERTILE GROUND FOR DIGITAL CONVERSION
CASH IS AVAILABLE
LOW INTEREST RATES
MOBILE IS UBIQUITUOUS
DIGITAL FEE BUSINESS
OBVIOUS CASE: INVESTMENTS YIELD MORE FOR BANKS AND THEIR CLIENTS
-
- Many banks aim to grow their fee business by converting (part of) their savings into investments through their digital channels
- Many banks aim to grow their fee business by converting (part of) their savings into investments through their digital channels
-
- Our solutions have a proven track record in increasing digital engagement when human encouragement is essential although lacking
-
- The Conversion Engine particularly targets first-time investors amongst wealthy savers
BOOST DIGITAL CONVERSION
BEHAVIORAL SMARTS ENABLE PERFORMANCE
≥ 40%
DIGITALLY CONVERT FIRST-TIME INVESTORS
- 25years
AT A MUCH YOUNGER AGE ON AVERAGE
+ 10%
INVESTING MORE AFTERWARDS
HOW CAN WE HELP BOOST YOUR BUSINESS?
We work with ecosystem leaders, financial instutions, and FinTech worldwide. Just drop us fill-out the form below, and one of our team-members will revert to you as soon as possible.