Lead acquisition

ORGANIC TRAFFIC

While requests during Q2 have slightly increased, only one lead has the potential to be an on-target client. Other leads were either not serious or under the treshold (CHF 100-300k of investable assets).

Contact requests

30

QoQ +11%

Client mandates

0

No accounts opened through the website

NNA Q2

0

No NNA brought in through the website

via Website

Submission date: June 2024

"...Hello,

We are a family based in Al Khobar, Saudi Arabia, seeking an independent service provider to assist us with the following: Wealth planning Investment strategies Financial consolidation and reporting. We look forward to discussing how your services can meet our needs.

Best regards..."

Client Adviser has a planned meeting with the prospect and believes they are serious.