Flux Financial Tim Drost Davis Hart Jian Wu Finan cial.

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Presentation transcript:

Flux Financial Tim Drost Davis Hart Jian Wu Finan cial

Problem  The Problem:  Idea Generation:  In class exercise  Survey Index Funds? Student Loans! Asset Allocation Bonds? How much?

Flux is Born  Concept Testing  Survey  Validated need  Tiered service approach  Debt Management  Budgeting  Mortgage/Taxes  Life Events Finan cial Financial Services

Opportunity Identified Research/Trends Gap in competition Growing student loan debt Opportunity 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,