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Financial education as a growth lever
Gamified content to drive activation, conversion & retention embedded in the Lloyds app.
Product Evolution
beatvest is not a content provider, but a holistic activation system
Activate the layers and watch the product transform step by step.
Standard Content
What financial education looks like today
Microlearning & Simple Language
Layer 01 -- Content that truly resonates
Growth Loop & Gamification
Layer 02 -- Holistic activation system
Product Conversion
Layer 03 -- Every level ends with an action
User Journey Personalisation
Layer 04 -- Tailored to the partner
Coverage
0/4 Layers
STATUS QUO
Blog / Guide Article
🛑
User reads... and leaves the page.
beatvest Microlearning
Personalised
🧬 Personalised to Lloyds journey
New customers
KYC drop-offs
Dormant accounts
Cross-sell
💸
Why your savings account costs you money
1 min -- Inflation explained simply
Start
📈
Compound interest: your best friend
2 min -- How your money works for you
🔒
🎯
ETFs: invest like a pro
2 min -- Understand without prior knowledge
🔒
🎯
Complete level
Make your first investment →
Action: Open account
🔄 Growth Loop -- Activation System
📚
Learn
⚡
Act
↑
GROWTH LOOP
↓
📩
CRM & Push
🏆
Reward
🔥 Streaks
⭐ Points
🏅 Challenges
📧 CRM Flows
🔔 Push
⛔ This is what financial education looks like at most content providers
A blog article. No structure. No activation. No conversion. The user reads -- and is gone.
Conversion Data
Financial education that converts: our beatvest numbers
📊
0
ETFs purchased
in month 1
in month 1
✅
0%
of learners
initiate KYC
initiate KYC
💰
0%
set up a
savings plan
savings plan
🔁
0
savings plans
per user
per user
The Proof
The integration of learning and action drives measurable conversions. Every level ends with a real action -- that is the difference to pure content.
Activation Data
Activation is the single biggest growth lever
Reforge defines activation as taking a user from signup to establishing a habit around your core value proposition. It is the phase where most products lose the majority of their customers -- and where beatvest excels.
Why activation matters
🔄
Gateway to retention
Users who don't activate never retain. Activation is the bridge from signup to long-term habit formation.
📈
Compounds across the funnel
Higher activation directly lifts retention, monetisation, and virality. Small improvements here have outsized impact on growth.
⚡
Where most products fail
The activation phase is where the majority of users drop off. Getting this right is the difference between growth and churn.
Source: Reforge Retention & Engagement Framework
🔥
0
days average
streak length
streak length
🏆
0
days max streak length
✅
0%
lesson
completion rate
completion rate
🎓
0%
of learners complete
the full course
the full course