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As a group, choose one persona

Identify their Jobs To Be Done (Functional, Emotional, & Social)

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Building Blocks of your platform business 

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Building Blocks of your platform business 

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1. Describe your customer

2. What service would you offer to your customer?

3. Who and how will you charge?

4. Who else do you need to make these services work?

5. Explore the kinds of data the platform could generate.

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Functional - Tasks people want done

Emotional - How people want to feel and be perceived while executing the functional job

Social - How people want to be perceived by others

# data[].attributes.body
Functional - Tasks people want done

Emotional - How people want to feel and be perceived while executing the functional job

Social - How people want to be perceived by others

# data[].attributes.body
Functional - Tasks people want done

Emotional - How people want to feel and be perceived while executing the functional job

Social - How people want to be perceived by others

# data[].attributes.body
Functional - Tasks people want done

Emotional - How people want to feel and be perceived while executing the functional job

Social - How people want to be perceived by others

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Functional - Tasks people want done

Emotional - How people want to feel and be perceived while executing the functional job

Social - How people want to be perceived by others

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Functional - wishes to have financial independence

Emotional - wants to be independent - derived from what she said - e.g. doing MBA by herself.

Social - like to volunteer and advance social causes (e.g. Amnesty International, Burning Man). Wants to express herself in her own way.

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Functional:
Needs:
1) Platform to share his leadership traits with other entrepreneurs. Cross segment education where they can learn on other business
2) Cross selling items based on data we have. Bespoke services.  Introduce clients to luxuries they are unaware of.

Partners - Luxury brands.

Charge - Commission based on sales

Solutioning: Diversification, needs to be educated on different asset classes. Other industries can be beneficial.

Emotional : Seeking trust. Provide solutions while actively engaging him.

Social: Wealth as key indicator of success (Patek, Lambo, Z4) . Include him in client conference, meetings where he can resonate his above "philosophy"

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1. continue to grow his wealth
2. fund his lifestyle

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Functional: (1) Wants to make more money but also preserve wealth (2) Provide for his family

Emotional: (1) Needs challenge (2) Enjoy the high life (3) care for family/ leave legacy for daughter

Social: Enjoy the high life, perceived as successful

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1. Feel he has a good deal
2. I keep to what i understand
3. Wealth + success

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"Living the high life" - wants to enjoy special experiences and also wants to be perceived by others as being successful

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1 grow wealth esp for his daughter
2 can take risk PE
3 young and successful

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1. for the world to see him and his family as successful

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Wants to grow his personal assets, leveraging on his expertise in technology

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Concierge service for access to exclusive and luxury experiences (e.g. fine dining, private chef, wine tasting, etc)

No charge to clients to encouraged-party partners can share the costs

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1 ultimate optimizer - so he knows he needs to get a good return for the effort

2 likes to live to the fullest and wants the best
3 likes to be own boss

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Customers: Users of the concierge service, e.g. Adrian Thio

The Offer: One-stop platform to satisfy a wide range of luxury experiences and access to exclusive services; convenience

How to maintain relationships: Dedicated concierge staff. Encourage participation. Targeted alerts customised to clients' preferences. Sign-up membership fee.

How do we reach them: Direct outreach to existing customer base. Premium listing of services through existing client interface.

Who helps us deliver - our key Partners: Luxury watch sellers; top hotels, fine-dining restaurants; private jet; other clients

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Wants to leave legacy for his daughter to ensure her financial security in future

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Wants to make sure his family has the best experiences money can buy

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Wants to be his own boss

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1 needs to be fairly high profile to raise capital for his own company
2 likes the finest things in life and would like to gain exclusive access.

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Pursues excellence

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young and driven , successful , efficient, can take risk

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Introduce him to Trust and insurance
for legacy planning
and PE Team for exclusive deals

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Next Gen RM, targeting the young and restless

Client experience : dinners and exclusive deals travels etc

form groups like minded clients eg where to eat etc

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Client experience is free, to attract
Trust fees, insurance  and successful PE are core fees
and potential referrals

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- Social activities for like-minded clients: e.g. Art, Dance, Social causes. Have a community together - exchange ideas, be a patron, raise funds. We can be the platform to bring people together.

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hospitality groups, exclusive deals with travel agents etc
PE companies

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generate clients' type of requirements for investment eg type of PE
understanding client's taste and needs for his profile type
for effective segmentation for future marketing

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1. Who are the customers

2. What is the offer?

3. How do we maintain relationships?

4. How do we reach them?

5. Who helps us deliver?

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Platform for luxurious or prestigious items/services

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Platform for luxurious or prestigious items/services

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young, high achiever, knows what he wants

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1. Ultra high net worth clients + have indicated interest
2. Discretion to include clients that does not fit above criteria

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delivering the whole bank to the the client
reaching the right community via exclusive access, concierge services, leading to customised solutions that will pay

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next Gen RM (human touch} that knows the demands and needs of the young client base, holistic approach

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The service is free, the idea is to get the client to use the other services he needs
eg Trust for legacy planning
Pe for his taste of investing in PE
possible future capital raising for his own company

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through partnership and collaboration externally eg communities etc, joint events :
members get members
and internally look at how we can up sell with existing or new products

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1. Access to unique and exclusive opportunities
2. Tapping into client network for privileged access to products, experiences (only available via bos and its clients)

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Who are the customers
Our client's

How do we maintain relationship?
Community / coaching - ocassional webinars

What the offer?
ESG
Create Movement
Media publicity
Allow them to showcase their passion

How do we reach them
App, emails, phone calls, everyday mailer, invitation

Who pays for what
Sponsor
Vendors
Like-minded corp/individuals
friends/connection

What do we need to do
Curate the activity
ESG - ensure compliance

Who helps us deliver
Our partners
named sponsor
counterparties

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1. exclusive events and offers
2. Enhance existing database
3.

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1. specialists in luxury products/services (internal or outsourced?)
2. RM as main client contact point