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Executive Summary
Brockmann & Company is a company that provides customer insight research and consulting services, initially focused on enterprise communications and collaboration. More recently, it has developed the Beyond ETFs app, a subscription-based service designed to help retail investors beat the S&P 100 index through a self-directed fund. The app leverages the Brockmann Method, which is based on price momentum analysis of the S&P 100 stocks, providing users with buy/sell recommendations. The company offers both basic and pro versions of the app with varying features and also provides consulting services to user organizations.
Industries
Major Markets
United States
Canada
United KingdomKey Competitors
Brockmann & Company Top Products
Brand Positioning
Brockmann & Company positions itself as a provider of data-driven investment insights, specifically through the Beyond ETFs app, targeting self-directed retail investors seeking to outperform the S&P 100 using their proprietary Brockmann Method.
Customer Sentiments
Customer sentiment is likely mixed, with tech-savvy, active investors appreciating the data-driven approach, while others may be skeptical due to the reliance on a proprietary method and the inherent risks of active trading; satisfaction will highly depend on investment performance relative to the S&P 100. Addressing the limitations of brand recognition and managing expectations regarding market volatility are also very important.
Brockmann & Company Key Value Propositions
Brockmann & Company's Beyond ETFs app offers retail investors a data-driven, mobile-accessible solution for actively managing their investments with the goal of outperforming the S&P 100 index through its proprietary Brockmann Method, including daily buy/sell recommendations, personalized scorecards, and timely sell signals.
Brockmann & Company SWOT Analysis
Strengths
Proprietary 'Brockmann Method'.
Subscription-based revenue model.
Appeals to self-directed investors.
Weaknesses
Limited brand recognition.
Reliance on S&P 100 performance.
Marketing budget is small.
Opportunities
Expand app features with AI.
Partnerships with financial advisors.
Grow user base internationally.
Threats
Market volatility impacts performance.
Increased competition from fintech.
Regulatory changes.
Brockmann & Company operates in the financial technology (fintech) and investment advisory domain with the BeyondETFs app. Additionally, it also has a presence in the customer insight research and consulting industry, with a focus on communications, collaboration, and user experience. Their earlier work centered around unified communications, VoIP, and enterprise mobility, suggesting a background in telecommunications and IT consulting.
Market Growth Stage
Pace of Market Growth
Brockmann & Company Target Audience
Geographic Insights
The primary market is the United States, followed by Canada and the United Kingdom. These markets reflect a strong interest in self-directed investing and a tech-savvy population.
Top Countries
United States
65% market share
Canada
15% market share
United Kingdom
8% market share
Australia
7% market share
Germany
5% market share
Brockmann & Company Audience Segments
The target audience for Brockmann & Company primarily consists of retail investors interested in actively managing their own investments and outperforming the S&P 100 index. This audience is tech-savvy, comfortable using mobile apps, and seeks data-driven insights to make informed investment decisions. The company also targets user organizations seeking consulting services to improve areas such as unified communications, green performance, and mobile applications within their businesses. Another part of their audience includes vendor clients who support their research program to create customer-education content and to learn from the experiences of their customers and their competitors’ customers.
Data-Driven Investor
35-55 years
Male • Female
United States
Executive Investor
45-65 years
Male • Female
United States • Canada • United Kingdom
Millennial Investor
25-40 years
Male • Female
United States
New Investor
18-30 years
Male • Female
United States
Experienced Investor
55-75 years
Male • Female
United States
Social Media Usage Across Segments
Data shown in percentage (%) of usage across platforms
Recommended Marketing Strategiesfor Brockmann & Company
Personalized User Onboarding
Tailor the onboarding experience to each user based on their investment goals and risk tolerance. This will improve user engagement and increase the likelihood of them becoming paying subscribers by showcasing relevant features.
Learn moreInteractive ROI Calculator
Develop an interactive ROI calculator that allows potential users to input their investment amount and see the potential returns they could achieve with Beyond ETFs. This can help users understand the value proposition and encourage them to subscribe.
Learn moreReferral Contest
Implement a referral contest to incentivize existing users to refer new subscribers. This strategy can effectively drive user acquisition and engagement.
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