Taking over editorial operation of Facebook financial advisor tool (‘professocial’). Comprising content creation (text, image) as well as regular coordination of content for three topics: bancassurance, recruitment and general.
Individual support for a financial consulting service to potentially design the office interior and exterior of 8,000 existing financial consulting agencies.
Setting up, coordinating and implementing a national media campaign on the topic of recruiting, supporting the sales force as much as possible in recruiting new financial consultants,
Establishment and development of an end-customer communication hub as a digital extension of the “Klartext Kitchen Talks” with Jürgen Klopp,
Advice tool for financial and investment products from the early 2000s to receive a new user interface and a modern customer journey. Creating a customer journey for the advice path + redesign for individual views and modules in compliance with the 2020 corporate identity.
New interpretation of the advice path, transformation of the customer journey to comply with the ‘state of the art’, redesigning all elements to be transferred, establishing the user experience and implementation in the visual design, delivery and coordination with DVAG units jointly responsible for implementation (IT). Development based on a ‘mobile first’ approach.
Completely designed advice tool compliant with the modern corporate identity. In use by 17,000 advisors since autumn 2020. With direct interface to the DVAG’s own CRM systems.
The ‘investment dialogue’ is a significant tool at the end of the conversion funnel, central to the advice consultation and capable of delivering decisive explanations/statements on financial products.
Deutsche Vermögensberatung is Germany’s largest and most important independent financial consulting firm and has been a family company for over 40 years. 8 million customers trust in the generally excellent expertise of almost 20,000 financial advisors, who use a holistic universal finance concept to facilitate asset building for people from all strata of the population. Whether it’s health insurance, contents insurance, investments, private credit or pensions: DVAG is financial consulting. And we were lucky enough to be there in person with our tailor-made unit.
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Deutsche Verrechnungsstelle GmbH was founded in 2015 with its headquarter in Frankfurt am Main. In addition to invoice management and factoring, financing options such as leasing, rental purchase and loans round off the offer for professional receivables management. This way, Deutsche Verrechnungsstelle offers solutions for primarily small and medium-sized enterprises in order to improve their liquidity.
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