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To grow the company, what should BFG focus on? - Coggle Diagram
To grow the company, what should BFG focus on?
Internal Process Improvement
Automation / CRM
Bank Statement Collection
Investments
Customer Data collection
Employment History
Salary (Pay as you go)
Self Employed
Outstanding Debts
Credit History
Liabilities
Assets
Property owned
Email automation
Central Customer repository
Application Collection
History of where they lived
TFN
Drivers license
Generating Additional Leads
Customers
Age
Millennial
Boomer
Gen X
Income
Values
Ethics
Charity
Transparency
Environment
Passive Actions
Direct Actions
Habit
Willingness
Customer Pain points
UVP
BFG
Competitors
Credit Unions
Mortgage Brokers
Retail Banks
Dealing with mistrust
Application Process
Interest rate
Market Segmentattion (Specs)
Income Stability
Commitment Level
Eligibility
Size of Loan
Drive for Social and Sustainable Impact
Social Impact
Sustainability / Environment
Size of Loan (Value) (700-800k)
Mass affluent millenials
Young 20
Established 30-45
Know to compare and use utilities
Still price sensitive
Purpose Drive Millenials
Willing to make adjustments in their lifestyle
Feel good benefit
Pragmatic Millenials
Feel good benefit
Mass affluemt millenial sustainable
Mass Affluent millenial social
Industry
Government
Education
IT