SITUATION
A Swiss regulated Financial Planner from Aargau up until recently did not have a website, since he found it sufficient to have his company data available in the internet through electronic telephone books.
♣ FISECO was able to introduce his marketing and process management to Web 2.0 solutions and start up true interactive means of communication. Today his electronic leads are an important stream of income and a lot of time has been saved by using web technology in adminstration and business processing.
SITUATION
A wealth manager (Self-regulated) from Zurich departed from it´s bank employer. He had the idea to immedaitely establish and position his name and company brand - and he found and contacted FISECO using a search engine.
♣ FISECO as a specialist in Strategic Online Marketing of Financial Services became his service provider and gave him the edge over local competitors. The wealth manager saved time and money since FISECO already had experience in his business model. So FISECO was able to quickly adapt modules and routines and within short period he became operative. This advantage helped to build up a company from zero to CHF 65m in assets today .