Fintech · Wealth & Investing · 11–50 · Europe #b008_25

Context

We are a small online wealth manager offering managed portfolios and retirement savings products to retail clients in one European market.

Industry

Fintech · Wealth & Investing

Size

11–50 employees

Region

Europe

Tools budget

under $1K per month

Needs

CRM & revenue operations. We need better customer lifecycle tracking and segmentation to grow deposits from our existing client base.

Today: a newly hired lifecycle lead building client retention journeys in marketing tools · Urgency: this year

Analytics & BI. Marketing and product decisions rely on scattered spreadsheets, and we want simple dashboards on client behaviour.

Today: marketing and product staff pulling client metrics from several sources ad hoc · Urgency: later

Who decides

ceo founder · founder led

Expects from suppliers

French-language support; GDPR-compliant EU hosting

Not a fit

Enterprise suites with heavy setup; Tools priced for large banks

Stack

CRM in place

Buying triggers

cost pressure, rapid team growth