International provider of Exchange Traded Funds

Based on a solid strategy process we have provided our client with the necessary tools and relevant research to better tackle the German speaking markets on an ongoing basis. All relevant target groups were analysed according to their potential. A particular importance within the analysis was attached to the different channels in adressing these groups.

We also developed tailored approaches in order to increase awareness for a product category (ETFs) which at that time was not necessarily on the agenda. Using customised plans and concepts Funds@Work has implemented the strategies together with its client wholistically integrating Sales, Marketing and Communication as well as Business Development efficiently. External organisations such as agencies were briefed and other reliable partners integrated.

After several structural changes in the client´s organisation based on the strong development the Asset Manager gained substantial inflows. Our ongoing MarketIntelligence@Work report represented crucial information in this context since we regularly screened the competitive dynamics, being able to adress important opportunities instantly. In parallel we have assisted the client in a sustainable, target group specific agenda setting campaign – among other activities.