Marketing has its irreplaceable place in every business strategy, but because financial institutions offer services and products with specific characteristics, their marketing has to be a little “about something else”.
Even so, it manages funds worth more than 18 billion crowns.
The approach of the Czechs to finance is rather conservative, they do not invest much yet . While for Germans, investments in shares, bonds and funds make up a third of their financial assets, for us it is not even a fifth. This trend is long-term, the situation was worsened first by the russia whatsapp number data pandemic and then by the war, which caused a slump and devaluation of investments.
Even so, Portu’s investment platform has more than 200,000 users.
Czechs liked the financial literacy index
Portu started with the educational campaign Investments are not only for millionaires, which had the task of refuting myths and misconceptions of Czechs about investing. For the campaign, in cooperation with investment analysts, including a representative of the Prague Stock Exchange, the Financial Literacy Index project was created , where by filling out a questionnaire, a person will not only find out how he is doing in this area, but also learn the correct answers, which he can draw from when investing .
The campaign was a great success. During the campaign, 7,647 people filled out the questionnaire. Portu brought new investors and also an absolute victory in the 17th google these changes, whether the year of the Lemur competition (Czech prize for PR).
Financial literacy should currently be part of the key knowledge of every citizen. And it should be in the interest of entities offering financial services or products to loan data increase it. Only a financially literate person can navigate the issues of money, prices and managing financial assets. Only such a person will start investing.
Increasing financial literacy as a key to success
That is why Portu has its own magazine , where it publishes educational articles, videos and podcasts. Therefore, e-mailing and social networks, including influence cooperation, are included in the marketing mix. They regularly and thoughtfully evaluate marketing and optimize according to the results.
And they are obviously doing it well, because last year they did well abroad . In Slovakia, the number of users increased by 300%, and they are also increasing in Poland. Where the platform started operating in the third quarter of 2022.