Breakthrough Strategies, Outsized Results
Fintech Strategy Case Study
A successful wealth management technology provider serving more than 1,000 financial advisors nationwide had reached a growth plateau and needed a refreshed corporate strategy, featuring a revitalized sales and marketing plan as its centerpiece.
Digital Platform Strategy Case Study
An early pioneer in the robo advisor marketplace recognized several of its once leading competitive advantages either had been whittled away or were under threat from competition. These threats, amongst others, led the company to rethink its product roadmap; focusing on “Blue Ocean” opportunities and growth in adjacent markets.
CREATING CONFIDENCE IN A NEW PRODUCT ROADMAP CASE STUDY
An established asset manager in the wealth advisor marketplace recognized an opportunity to fill a marketplace niche with a variation of a new product. The client turned to Mink Hollow Advisors for strategic counsel regarding the product features, minimum viable product, the competitive landscape, and above all, the impact of their decisions on the size of the marketplace.
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