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Case Study: Wealth Management

UK market proven by Newfound as next move for leading Canadian fintech

Case Study: Wealth Management

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Insight-led research to support critical business decisions.

“Newfound has supported PureFacts in some critical business decisions around the UK & Europe and has enabled the executive team & the board to commit to important plans and investment. Their approach is both diligent & intelligent & we see them as valued Partners for the future.”

Gerard Daniels | CFO & Head of Corporate Development, PureFacts

THE CRITICAL MARKETS OF UK & EUROPE

PureFacts provides wealth management and financial technology solutions to financial services firms helping them to deliver exceptional experience for their end-clients. PureFacts, founded in Toronto with established clients and operations across North America, is expanding globally and was keen to validate the critical markets of UK & Europe.

Newfound were engaged to explore the market opportunity in the UK and European wealth markets and produce an in-depth market validation report which covered competitor analysis, market sizing as well as interviews with target customers to understand buying behaviours and triggers.

A COMPREHENSIVE MIXED RESEARCH APPROACH

Through a mix of primary and secondary research, access to sector experts and deep market knowledge, Newfound produced clear insights into partnership opportunities, customer segments, market dynamics and important regulatory trends. The team also built a list of prioritised target customers and recommended approaches to building sales traction.

These valuable insights ensured PureFacts was able to make an informed decision at a board level about their global expansion strategy with the UK clearly positioned as a next market to grow to. The journey continues as Newfound works with Purefacts in building a strong European presence.

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