Advice tool for financial and investment products from the early 2000s to receive a new user interface and a modern customer journey.
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,
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. Subjects from the world of finance as well as current events are to be covered and reviewed in accordance with the DVAG’s tone on an ongoing basis. Setting up a content pool while taking into account new DVAG CI for the digital sphere.
Editorial operation (text & image). ‘Sparring partner’ for all questions surrounding content, relevance and financial topics within the context of Facebook. Proactively driving post ideas, especially financial topics covered with a certain “twinkle in the eye”. Establishing a long-term team set-up. Creating synchronisation with other content teams. Monthly editing plan, including editing meeting. Ongoing monitoring of posts
Establishing the DVAG’s new CI for social media. Approx. 8,000 financial advisors using our content for their professional financial advice channels. Reach of approx. 600k - 700k visits per post across the financial advisor network on Facebook
By successfully taking over editorial operation, tbgo provides the DVAG with contemporary and creative support in communicating with their end customers and positively contributing to the financial advisor’s image on social media.
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.
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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