Provisian : Market and Competitor Analysis

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www.proviserfinancial.com

www.proximabiz.com

Provisian is a financial technology company that offers an integrated suite of financial planning solutions designed for modern financial advisors and individual investors. Their platform provides tools for portfolio management, retirement planning, scenario analysis, client collaboration, and reporting, all within a user-friendly and intuitive interface. Provisian aims to replace fragmented, legacy financial software with a centralized platform that simplifies financial planning and decision-making.

Company : Provisian

Industry : FinTechWealth ManagementFinancial Planning

Major Markets

United States

Canada

United Kingdom

Key Competitors

MoneyGuidePro

eMoney Advisor

RightCapital

Provisian Key Value propositions

Intuitive Software

Client Collaboration

Data-Driven Insights

Modern Portfolio Management

Provisian Latest news

John Flickinger on LinkedIn: Provisian | Integrated Wealth ...

Apr 24, 2024 ... Some personal news: Introducing Provisian Over the past few years at AngelList, I've had the opportunity to partner with an incredible ...

John Flickinger (@JohnFlickinger) / X

Introducing Provisian — an integrated suite of ... Read more: https://blog.altruist.com/news/series-e? ... Big news! The official calendar of events for ...

FEDERAL RE-SULATION 1?! FIR~ARMS

... important. The Gun Control Act' of 1968 was ... provisian, t.o transfer to. the Justice ... News & World Repor't, etc.) They call for the development and ...

Moody's the 115 Year Old Growth Fintech Company

Welcome to Fintech Brainfood, the weekly deep dive into Fintech news, events, and analysis. ... Provisian - Financial planning dashboard powered by open banking.

Provisian SWOT Analysis

Strengths

Intuitive and user-friendly platformFocus on client collaboration and engagementStrong data analytics and reporting capabilities

Weaknesses

Relatively new entrant in a competitive marketLimited brand awareness and market sharePotential dependence on third-party integrations

Opportunities

Capitalize on the growing demand for modern financial planning solutionsTarget the significant wealth transfer to younger generationsExpand partnerships with financial institutions and advisors

Threats

Competition from established players with larger resourcesRapid technological advancements in the fintech spaceChanging regulatory landscape in the financial services industry

Top Marketing Strategies for Provisian

Content Marketing and Thought Leadership

Provisian can establish itself as a thought leader in the financial advisor space by creating valuable content like blog posts, webinars, and white papers on topics like the Great Wealth Transfer and modern financial planning strategies. This will attract potential customers and build trust in the brand.

Targeted Influencer Marketing

Partnering with influential financial advisors and industry experts to promote Provisian through their networks and channels will increase brand visibility and generate leads from a highly targeted audience of potential users.

Strategic Partnerships and Integrations

Collaborating with leading financial technology companies, CRM platforms, and wealth management firms to integrate Provisian's services into their ecosystems will expand reach and provide seamless access for advisors and their clients.

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Provisian User Persona

Name:

Sarah Thompson

Age :

35

Gender :

Female

Occupation :

Financial Advisor

Industry :

Financial Services

Education :

MBA, Finance

Preferred platforms

GOALS

Attract and onboard high-net-worth millennial and Gen Z clients who are inheriting wealth, by showcasing her expertise in modern financial planning and investment strategies tailored to their needs and values
Streamline her practice operations and client communication by leveraging technology, enabling her to focus on building deeper client relationships and providing personalized financial advice
Grow her Assets Under Management (AUM) by exceeding client expectations and achieving their financial goals through proactive portfolio management and sophisticated financial planning tools.

Frustrations

Dealing with outdated legacy software that hinders her ability to efficiently manage client portfolios and generate comprehensive financial plans
Struggling to effectively communicate complex financial concepts to younger clients who prefer visually appealing and easily digestible information
Spending excessive time on administrative tasks and paperwork instead of focusing on high-value activities like client interaction and investment strategy.

Name:

David Chen

Age :

42

Gender :

Male

Occupation :

Senior Financial Advisor

Industry :

Wealth Management

Education :

Certified Financial Planner (CFP)

Preferred platforms

GOALS

Successfully navigate the Great Wealth Transfer by providing seamless wealth management solutions for his aging clients and their heirs, ensuring a smooth transition of assets and legacy planning
Enhance his firm's digital presence and attract tech-savvy clients by adopting innovative financial planning software that offers a modern and collaborative client experience
Optimize his investment strategies and portfolio management approach to outperform the market and deliver superior returns for his clients, solidifying his position as a trusted financial advisor.

Frustrations

Facing resistance from older clients who are hesitant to embrace new technology and prefer traditional methods of communication and financial planning
Managing the complexities of multi-generational wealth transfer, including varying financial goals, risk tolerances, and communication preferences among family members
Keeping pace with the rapidly evolving fintech landscape and identifying the best-in-class tools and solutions to enhance his practice and meet client expectations.

Name:

Emily Davis

Age :

28

Gender :

Female

Occupation :

Associate Financial Advisor

Industry :

Financial Planning

Education :

Bachelor's Degree, Finance

Preferred platforms

GOALS

Establish her credibility and build a strong online presence to attract young professionals seeking financial guidance, leveraging social media and digital marketing strategies to showcase her expertise and connect with potential clients
Develop comprehensive financial plans for her clients that address their unique needs and goals, encompassing budgeting, investing, retirement planning, and other aspects of personal finance
Differentiate herself from competitors by providing a tech-forward and client-centric approach, utilizing intuitive financial planning software to facilitate collaboration, transparency, and personalized financial advice.

Frustrations

Building a loyal client base and attracting new clients as a young advisor in a competitive industry dominated by experienced professionals
Overcoming the perception of traditional financial services as outdated and irrelevant to the needs and preferences of her generation
Effectively managing her time and workload while juggling multiple client accounts, administrative tasks, and ongoing professional development requirements.

Provisian Geographic and Demographic Insights

Geographic Insights: Provisian's primary market is the US, followed by Canada, indicating a focus on North America. They also target English-speaking countries like the UK and Australia, along with Germany in the EU.

Top Countries

United States
60%
Canada
15%
United Kingdom
10%
Australia
7.5%
Germany
7.5%

Demographic Insights: Provisian primarily targets users aged 25-44, indicating a focus on millennials and Gen X. The gender distribution is balanced, suggesting broad appeal across genders.

Age Distribution

Gender Distribution

Provisian Socio-economic Profile

Household and Income Insights: Provisian's target users typically belong to households of 2-4 people and have medium to high income levels, reflecting their financial planning needs.

Educational and Employment Insights: Most of Provisian's target users are employed full-time or are business owners with university-level or postgraduate education, highlighting their financial literacy.

Households Size

Income Distribution

Education Level

Employment Status

Provisian Behavioral Insights

Interest-Based Insights: Provisian's target audience is interested in fintech, wealth management, technology, investments, and personal finance, aligning with their services.

Technology and Social Media Usage: Users prefer desktop devices and engage with financial content on LinkedIn, Youtube, and X, indicating a tech-savvy audience.

Interests

FintechWealth ManagementTechnologyInvestmentsPersonal FinanceDigital MarketingEntrepreneurship

Device Breakdown

Social Media Usage

Provisian Top Competitors

Competitor	Estimated market share	Top domains
MoneyGuidePro	35%	Financial Planning, Wealth Management, Retirement Planning
eMoney Advisor	30%	Financial Planning, Wealth Management, Client Portal
RightCapital	25%	Financial Planning, Investment Management, Retirement Planning

www.proviserfinancial.com

www.proximabiz.com

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