Marketing plan for an international investement company
vainio, Roope (2025)
2025
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Julkaisun pysyvä osoite on
https://urn.fi/URN:NBN:fi:amk-2025052917779
https://urn.fi/URN:NBN:fi:amk-2025052917779
Tiivistelmä
This thesis delves into the development of a comprehensive marketing strategy for VISION FACTORY Investments, a company specializing in personalized financial advice and investment solutions. Set against the backdrop of a dynamic and highly regulated financial industry, the study addresses the needs of a diverse clientele ranging from high-net-worth individuals to digitally savvy millennials. The primary goal is to create a robust marketing strategy that enhances VISION FACTORY Investments' brand visibility while aligning with the specific financial goals and preferences of its target audience.
The research methodology employed in this thesis combines qualitative and quantitative approaches, including surveys, interviews, and case studies. An extensive literature review establishes a solid theoretical framework for the study. The thesis explores various focus areas, including competitive analysis, target audience segmentation, application of SMART criteria for objective setting, Environmental, Social, and Governance (ESG) factors in investment decisions, and technological integration in financial services.
A thorough industry analysis examines key factors influencing the investment advisory market, such as changing demographics, the shift from active to passive investment strategies, and the regulatory environment. The proposed marketing strategy encompasses several components, including digital channel utilization, data analytics for personalized advice, cybersecurity measures, and the incorporation of ESG considerations.
To support its findings and recommendations, the study employs various analytical tools, including SWOT analysis, competitor analysis frameworks, and market trend analysis. The thesis aims to provide actionable insights and practical solutions for VISION FACTORY Investments to achieve measurable growth and client satisfaction. Additionally, it considers emerging trends in the financial services industry, such as the increasing importance of sustainable investing and the potential for market expansion in emerging markets.
The research methodology employed in this thesis combines qualitative and quantitative approaches, including surveys, interviews, and case studies. An extensive literature review establishes a solid theoretical framework for the study. The thesis explores various focus areas, including competitive analysis, target audience segmentation, application of SMART criteria for objective setting, Environmental, Social, and Governance (ESG) factors in investment decisions, and technological integration in financial services.
A thorough industry analysis examines key factors influencing the investment advisory market, such as changing demographics, the shift from active to passive investment strategies, and the regulatory environment. The proposed marketing strategy encompasses several components, including digital channel utilization, data analytics for personalized advice, cybersecurity measures, and the incorporation of ESG considerations.
To support its findings and recommendations, the study employs various analytical tools, including SWOT analysis, competitor analysis frameworks, and market trend analysis. The thesis aims to provide actionable insights and practical solutions for VISION FACTORY Investments to achieve measurable growth and client satisfaction. Additionally, it considers emerging trends in the financial services industry, such as the increasing importance of sustainable investing and the potential for market expansion in emerging markets.