Discovering that spending is not the enemy of investing
Supported by the solution Cards & Credit da Dock, brokerage firm creates credit card with “cashback on investments”, attracting funds invested in large banks and moving more than R$ 10 billion in one year
10,7% more satisfaction
between customers who use the card
R $ million 130
distributed in cashback from investments
+ 2 million
of issued cards
+ BRL 4 billion
traded
Features used
- card issue
- Payment processing
With a customer base of over three million, this investment brokerage realized that the vast majority of its clients still left a large portion of their assets in the custody of traditional banks.
In order to encourage the client to migrate all of their resources to the investment company, the strategy was to configure a product with relevant benefits. Thus came the idea of creating an attractive cashback system.
This operation only became possible because the broker found in the Dock – provider of technology in payments and banking – the ideal partner to operate in the complete issuance cycle and card processing, and quickly get the product to market.
The plan worked more than well: the brokerage card is already the main card for 62% of customers. Furthermore, the user who purchases the card invests an average of 17% more than the one who did not activate the product.
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Discovering that spending is not the enemy of investingSupported by the solution Cards & Credit da Dock, brokerage firm creates credit card with “cashback on investments”, attracting funds invested in large banks and moving more than R$ 10 billion in one year
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