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WealthNuvo Financial
Toronto, Ontario, Canada
She / Her
Founder and CEO
Project
Academic experience
40 hours of work total
Learner
Canada
Intermediate level

Project scope

Categories
Market research Competitive analysis Product or service launch Sales strategy
Skills
market positioning market analysis competitive analysis financial services strategic planning business strategies market research
Details

WealthNuvo Financial is seeking a comprehensive market research and analysis report to enhance its strategic planning and marketing efforts. The primary goal of this project is to provide WealthNuvo with actionable insights into the current market landscape, competitor analysis, and potential growth opportunities. This will involve analyzing industry trends, customer demographics, and market demand for WealthNuvo's product launch. Additionally, the project aims to support the creation of a compelling pitch deck and an engaging website landing page. By applying classroom knowledge of market research methodologies and techniques, learners will gain practical experience in translating data into strategic business insights.


- Conduct a detailed market analysis to identify key trends and opportunities.


- Analyze competitor strategies and market positioning.


- Synthesize findings into a comprehensive report for strategic use.

Deliverables

The project will culminate in a detailed market research report that provides WealthNuvo with a clear understanding of its market position. These deliverables will serve as foundational elements for the company's pitch deck and website landing page, ensuring they are data-driven and strategically aligned.


- A comprehensive market research report with insights and recommendations.


- A summary presentation highlighting key findings and strategic implications.

Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Reduced inequalities

About the company

Company
Toronto, Ontario, Canada
0 - 1 employees
Banking & finance
Representation
Women-Owned BIPOC-Owned Small Business

A Canadian wealth management firm offering bespoke financial planning services and asset management tools to individuals, families, and institutions, with a focus on racial and gender lens investing products.