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.
Advice tool for financial and investment products from the early 2000s to receive a new user interface and a modern customer journey.
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,
Individual support for a financial consulting service to potentially design the office interior and exterior of 8,000 existing financial consulting agencies. Coordination: On-site, in-house DVAG marketing and brand management, externally – with financial consultants of every level AL-D / P1-P13, with external producers from creation to production, through to finishing, final acceptance and accounting of subsidy services
On-site service team consisting of experts from the printing industry, production and finishing of LED/(digital) POS systems, direct marketing, as well as advertising material production including project management. Availability 5 days/week 8am-6:30 pm – on-site consultation, survey and visualisation design. Directorate Manager - VIP Customer Care. Constant exchange with brand management / marketing / legal department / subsidy department
116% increase in office design enquiries (Q4/19 to Q4/20). 27% increase in active projects. 75% increase in implementation (Q2/20 to Q4/20). 88% increase in processing speed. General increase in the satisfaction amongst the financial consultants in the entire handling process
Due to the enormous increase in enquiries and simultaneous increase in efficiency in the implementation, DVAG, with the use of the TBGO BIAG Service Team, succeeded in achieving a stronger brand presence amongst the competition, not only visually. Result: Extension of the Service Team
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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