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Guidepoint helps Client evaluate market potential for a software platform designed for Independent Financial Advisors
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Client needs
A Client was evaluating the market potential for a software platform whose primary customer is Independent Financial Advisors. He needed to understand:
- Market potential for the company’s primary product
- Buyer selection criteria for the technology
- General trends in technology and services for Independent Financial Advisors
challenge
The Client had experience investing in software companies but had no background in platforms supporting Financial Advisors.
The solution
Guidepoint arranged Telephone Consultations after identifying and vetting numerous brokers and Certified Financial Planners, in addition to end users of competing products who could explain the advantages and disadvantages of competitors’ product suites. Guidepoint screened Independent Financial Advisors as well as end customers affiliated with large national brokerages.
Brokers and Certified Financial Planners
The Client consulted with several Certified Financial Planners and Advisors, including those affiliated with the largest firms in the industry
Competing Products
The Client gained perspective on competing software platforms by speaking with two Branch Managers using different product suites
Owners
Guidepoint custom-recruited Independent Financial Advisors, providing the Client with the end customer perspective. The breadth and depth of Guidepoint’s network allowed the Client to speak with Advisors from various backgrounds in numerous regions
The Result
The Client gained a broad-based perspective on the market potential for the software platform within the required timeframe.
