Birdee
Make saving a daily habit
#bank #brand #businessmodel #CRM
↳ Context
Launched in 2016 in Belgium, Birdee is a fintech specializing in digital wealth management. The platform offers automated and personalized investment solutions, accessible from €1000, with the mission to democratize investment through an innovative and transparent technology-driven approach.
↳ Challenge
In a financial sector traditionally dominated by banks and classic wealth managers, Birdee faced a triple challenge:
Educating the market about the concept of robo-advisors and overcoming barriers related to automated wealth management
Building trust with individual investors, especially millennials, by demonstrating the reliability and performance of its digital solutions
Standing out in a growing competitive environment where many fintechs and traditional players are developing similar services
↳ Strategy
Offering a simple, understandable, rewarding, and quick investment experience
Creating a unique communication space where the word "Bird" replaces investment. Just like using "PayPal" or "Lydia" as verbs, Birdee becomes a brand verb.
A proven narrative that links Birdee’s offerings with citizens' aspirations (100% sustainable and responsible products).
Setting up a registration process that, in 15 minutes, presents the service, showcases the products, and launches a profit simulation.
↳ Achievements
Revamping the brand platform
Updating the visual identity
Redesigning the website
CRM support
Launch and management of the communication campaign across 3 countries: FR, NL, BE













