Flux Financial Tim Drost Davis Hart Jian Wu Finan cial.
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Transcript of Flux Financial Tim Drost Davis Hart Jian Wu Finan cial.
Flux FinancialTim Drost
Davis Hart
Jian Wu
Financial
Problem The Problem:
Idea Generation:
In class exercise
Survey
Index Funds?Student Loans!Asset AllocationBonds?How much?
http://wealthmanagement.com/blog/saving-comes-second-many-millennials
Flux is Born Concept Testing
Survey
Validated need
Tiered service approach
Debt Management
Budgeting
Mortgage/Taxes
Life Events
FinancialFinancial
Services
Opportunity Identified
Research/TrendsGap in competitionGrowing student loan debtOpportunity identified
Value Proposition/Brand Positioning
For those (Millennials?) who want to take control of their finances but could use a little help, Flux Financial provides expert guidance and planning tools that can easily be scaled to the level of involvement you want to help you reach your goals.
Product Launch
Channel:
B2C company
NA based
All online sales and referral based (no outside sales force?)
Advertising:
Partner with TurboTax and Mint for advertising and to port information over
Banner ads on site
Portion of TurboTax refund can be used for services and setting up 401K/IRA
High presence through social media (Twitter, Facebook, TinderFlux (joking)
SEO to take away part of financial market
Testimonials, saving calculator,