- Service Name
Evi van Lanschot
- Industry
Finance, Investment Management, Wealth Management, Personal Finance
- Main Value Proposition
Evi van Lanschot provides a unique blend of personalized financial coaching and expert investment management, ensuring clients feel supported in their financial decisions.
- Description
Evi van Lanschot offers personalized investment management and pension planning services, focusing on individual client needs. Their approach combines expert guidance with a strong emphasis on personal contact and tailored financial solutions.
- Key Features
Personalized investment management with a dedicated wealth coach; Flexible contributions with potential tax benefits for pension savings; 24/7 access to investment growth through the Mijn Evi app; Expert guidance from Van Lanschot Kempen's financial specialists
- Use Cases
Evi is most valuable for individuals looking to manage their investments, plan for retirement, or build wealth for their children, as well as for business owners seeking tailored financial solutions.
- Competitive advantages
Access to a dedicated wealth coach for personalized financial advice; High customer satisfaction rating of 8.4 based on client reviews; Robust financial backing and expertise from Van Lanschot Kempen
- Strengths
Evi's strengths include a strong focus on personal client relationships, a comprehensive range of investment products, and a commitment to client education and support.
- Positioning
Evi positions itself as a premium provider of personalized investment and wealth management services, catering to clients who value direct interaction and tailored solutions.
- Audience
The target audience includes individual investors, parents planning for their children's future, business owners, and anyone seeking personalized financial advice.
- Brand Positioning
Evi van Lanschot is identified as a trustworthy and approachable financial partner, emphasizing personal attention and expert guidance in wealth management.
- CTA
Make an appointment with a wealth coach
- Differentiation
Evi stands out in the market by prioritizing personal relationships and direct communication with clients, contrasting with other financial providers that rely heavily on automated services.
- Tagline
Online investing with a personal approach
- Tags
Investment Management
Pension Planning
Wealth Coaching
Personal Finance
- Tone of Voice
Approachable, professional, supportive
- Founded
2013-01-01