Case Study Finance Startup

GenTwo
Financial Products

Launch of a disruptive Finance Startup

With about 100 employees and a global network of more than 300 partners, GenTwo is not only one of the most successful Swiss startups, but also internationally one of the leading companies in the field of independent financial products. Specifically, more than 15% of all financial intermediaries in 26 countries entrust GenTwo with over $3 billion in assets under administration. 

However, when Patrick Loepfe and Philippe Naegeli started their concept in 2018, they faced some challenges. On the one hand, their revolutionary solution was still largely unknown and, on the other hand, by issuing financial products independently, they entered the territory of the established banks. 

To help GenTwo to get an outstanding market positioning, they contacted several marketing agencies. As they where looking for a personal and ambitious service STRATS was their partner of trust. After a profound briefing and tough desktop research about "assetization" - the process of turning just everything into assets - we where ready to take off as a team.

Our service

As it came to work, it was particularly important to communicate the complex solution in an understandable and credible manner and to find a way to win banks as well as asset managers and investment companies as partners. What did we do:

1. STRATEGY CONSULTING

We developed a launch strategy taking particular account of GenTwo's USP's, the positioning in the financial market and the timing of the market entry

WORKING PROCESS

- Workshop
- Strategy paper (short)
- Positioning  
- Milestones

2. MARKETING SERVICES

In order to explain the GenTwo concept we developed a clear and understandable wording, catchy visuals and a bunch of presenting documents

WORKING PROCESS

- Messages
- Presentation
- Explanatory video
- Website
- LinkedIn Channel  

3. Public Realtions

Finally we set up systematic media relations activities in order to enhance credibility for the GenTwo service

ARBEITSPROZESS

- Background talks with important journalists
- Media-Kit
- Press releases

Result

In collaboration with STRATS, a targeted go-to-market package was created with messages, fact sheets, a presentation, explanatory video, homepage, social media channel and background conversations with journalists. The key to a successful launch was, above all, communication that was coordinated in terms of content and timing to clearly position itself as an enabler in the financial world.

A comprehensive and highly regarded interview in one of the most renowned Swiss financial media finally opened the floodgates for a successful launch, which was followed by numerous acquisitions and partnerships until today.
Succeeding market entry with an outstanding positioning

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