mobile based technology platform built to automate ... Educate. The efficiency and effectiveness of real time tracking a
CASE STUDY
ASSET VANTAGE
Asset Vantage
Introduction
Asset Vantage is a premium web and mobile based technology platform built to automate asset management, accounting and reporting giving a single window view of an individual or family’s net worth enabling smart investment decisions. Essentially catering to the HNI & UHNI Family Offices in India, Asset Vantage has recently acquired US based Financial Navigator paving its way to America’s HNIs & UHNIs making it one of the top players globally.
OBJECTIVES
Identify
Asset Vantage as the industry leader in the space of financial technology targeting specified core and potential users
Educate
The efficiency and effectiveness of real time tracking and monitoring of assets for smart financial decisions focusing on the core product features, the high level of data security and the benefits of using the platform
Create Impact
Build brand awareness and brand recall among HNI & UHNI Family Offices and be recognized as an industry thought leader by key media experts in the country
STRATEGY
Establish Asset Vantage as a global leader in the digitization of the wealth management industry, playing home to several recognized Family Offices
Communication Approach EXTERNAL COMMUNICATIONS
Authored Articles
Key Announcements
Build relationship with key media houses and other industry experts through bridge-Building meetings, interactions, industry stories and speaker opportunities
INTERNAL COMMUNICATIONS
Device tailored-made content to specifically cater to clients, i.e, HNI/UHNI wealth owners and their financial advisors; design infographics and emailers on latest industry trends
