Flux FinancialTim Drost

Davis Hart

Jian Wu

Financial

Problem The Problem:

Idea Generation:

In class exercise

Survey

Index Funds?Student Loans!Asset AllocationBonds?How much?

http://wealthmanagement.com/blog/saving-comes-second-many-millennials

Flux is Born Concept Testing

Survey

Validated need

Tiered service approach

Debt Management

Budgeting

Mortgage/Taxes

Life Events

FinancialFinancial

Services

Opportunity Identified

Research/TrendsGap in competitionGrowing student loan debtOpportunity 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,