AFI 1 Page Business Plan

Asesoría Financiera Business Plan

AFI 1 Page Business Plan

Overview

AFI has a clear business objective to develop, produce, promote and distribute Asesoría Financiera services. These services have been developed over 1 mes with a core focus on addressing the key customer problem and associated opportunities.

The Business Objectives

When as a key component of our growth strategy we consider it critical to identify and outline our business objectives, and align these objectives with clear and measurable development milestones. Our key long term business objective is to acquire new customers. Customer acquisition is considered to be the critical activity and we are seeking to grow the number of customers. We understand that customer growth could be at the expense of profitability, and that there is a cost associated with customer acquisition. Our long term objective is to build a clear customer acquisition process.

The Customer

AFI has been created with a clear focus on the needs of our customers. Through a structured customer discovery process, we have validated the key customer problem as .. This is a critical issue for our selected target market of Confianza, seguridad, rendimientos.

The Value Proposition

AFI is uniquely positioned to deliver value to Confianza, seguridad, rendimientos. "AFI will .." In order to be deliver on this value proposition, we Manejo eficiente de los portafolios. This capability has taken considerable time and resources to develop and forms the cornerstone of our competitive advantage.

Competitors

We have a number of competitors within the Asesoría Financiera market. We consider our key competitors to be: COLUMBUS

NSC. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with COLUMBUS

NSC by El socio offshore.

Key Strategies

Over the next 6 months our focus will be to Definir localización AFI

Constituir AFI



Definir la estrategia para el traslado de AUMS a la AFI



Definir estrategia para adquisición AUMS offshore

Contratar 2 nuevos banqueros. This task will be undertaken in the context of our broader strategy to Alianza despacho fiscal



Desarrollo de solución con seguros*. These strategies are a tactical implementation of our overall business goal as outlined above.

Milestones

Measurement of the successful implementation of our strategies will be governed by measurable development milestones. The milestones that will be achieved over the next 2 years are: Producto de seguros orientado al segmento offshore

About this document
Asesoría Financiera Business Plan
This document was created by Alejandro of AFI using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.

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