Over 1 million euros cashback - directly reinvested:
How to generate sales.

How current customers become investment customers.

If you want to develop a sustainable value-added solution for a specific industry, you have to be sure-footed and act as a solution partner at eye level. Mehrwerk combines this in-depth industry knowledge with a data-driven development process that leaves nothing to chance. The result: success cases that eliminate all risk and secure long-term earnings.

Challenge

  • Activation of current account customers for investment products
  • Increase in the use of brokerage products

Strategy

  • Linking brokerage products to relevant value-added services
  • Cashbacks on shopping and travel are automatically posted to the portfolio (share savings)

Measures

  • up to 25% cashback at more than 1,200 online shops
  • Travel cashback with 5% at more than 200 tour operators
  • Direct communication of the added value service in online and mobile banking and via newsletter

Success

  • over €15 per month and active customer in collected cashback with direct reinvestment in brokerage product
  • significantly increased opening rates for securities accounts
  • over one million euros in cashback paid out

Conclusion:
Over 15 euros per month per active customer for brokerage.

A total of over one million euros in cashback was paid out as part of this value-added solution. The measures also successfully targeted new customers, as can be seen from the number of new securities accounts opened.

Do you need a customized banking or finance value-added solution?
Talk to me.

Talk to Sören Timm:
He is Head of Sales at Mehrwerk, and that means as much as Head of ExactlyTheSolutionYouNeed.

Arrange a callback

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All completely non-binding. But immediately solution-oriented.

Making
the difference

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