Presenter : Yu Chen Advisor : Jian-Jiun Ding, Jian-Hua Wang.
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.
![Page 1: Flux Financial Tim Drost Davis Hart Jian Wu Finan cial.](https://reader036.fdocuments.in/reader036/viewer/2022062518/56649e255503460f94b1408a/html5/thumbnails/1.jpg)
Flux FinancialTim Drost
Davis Hart
Jian Wu
Financial
![Page 2: Flux Financial Tim Drost Davis Hart Jian Wu Finan cial.](https://reader036.fdocuments.in/reader036/viewer/2022062518/56649e255503460f94b1408a/html5/thumbnails/2.jpg)
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
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Flux is Born Concept Testing
Survey
Validated need
Tiered service approach
Debt Management
Budgeting
Mortgage/Taxes
Life Events
FinancialFinancial
Services
![Page 4: Flux Financial Tim Drost Davis Hart Jian Wu Finan cial.](https://reader036.fdocuments.in/reader036/viewer/2022062518/56649e255503460f94b1408a/html5/thumbnails/4.jpg)
Opportunity Identified
Research/TrendsGap in competitionGrowing student loan debtOpportunity identified
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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.
![Page 6: Flux Financial Tim Drost Davis Hart Jian Wu Finan cial.](https://reader036.fdocuments.in/reader036/viewer/2022062518/56649e255503460f94b1408a/html5/thumbnails/6.jpg)
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,