Altoo
Consolidating total family wealth in a simple, intuitive fintech solution.
Client
Altoo, Switzerland
Regions
UK, Europe, Middle East
Wealth Level
UHNW over $100m
Challenge
How can Altoo scale up and optimise its lead generation funnel? What should the ideal user journey for these audiences be?
Solution
Familiarise Altoo with the traits, behaviours and influences of ultra-high-net-worth individuals, billionaires and their family offices. Propose audience-inspired campaign routes to include seo, media, social and content strategy, UX and community engagement. Propose actionable recommendations to scale and optimise lead generation, customer journey and sales funnel.
“Niki helped us to optimise our sales and marketing strategy for our multi-generational UHNW families”