We strategically scaled Quantfolio’s business to the Netherlands and Germany by arranging meetings with local financial institution managers. This way, we could determine product suitability and conduct extensive market research in Germany. Meanwhile, we communicated closely with Quantfolio through weekly meetings and a Slack channel. Here, we defined key performance indicators (KPIs) together for a successful cooperation.
Quantfolio is a leading Nordic WealthTech company within the advisory sector. Their Deep Alpha Advisory Platform helps financial institutions provide better investment advisory services to their clients. The platform's digital solution streamlines the investment process, making it more efficient, sustainable, and compliant with regulatory demands.
About the client
Quantfolio’s platform offers a digital solution that enhances investment advisory processes for financial institutions within wealth management. The platform’s workflow covers execution, advisory, and discretionary mandates and is compatible with various types of investors.
Founded in: 2015
- Digital Platform for investment advisory
“Expanding a digital business into new markets can be a daunting challenge. Especially when there isn’t enough knowledge about the local market and language barriers are present. With Sqales’ expertise and understanding of the local markets, we gained valuable insights and established key contacts. Sqales helped us navigate the complexities of expanding into new markets, allowing us to make informed decisions and gain a competitive edge.“
"Exploring countries that align with Quantfolio's product has been an enjoyable journey. Our successful connections with key players in Germany and the Netherlands have unlocked new potential for their business."
Aline Jahnke -
Sales Development Representative
“We have worked successfully with Sqales for over a year because of the great results and enjoyable cooperation. We established important contacts within the market and gained valuable insights from our target audience. Moreover, we gained a deeper understanding of the cultural nuances and preferences that shape the local business environment.“