Descrição da implantação de estratégias de gestão em uma empresa de gestão de recursos em João Pessoa

Abstract

The financial investment market is characterized by dynamism and volatility, so that socioeconomic changes in the market have a significant impact on decision-making in companies in this sector. Because of this, companies in this sector must systematically observe their business environment. In the case study company of this research, a company in the financial sector, a Multi-Family Office (MFO) that performs resource management, it is observed, however, that this reality does not exist. Considering this gap, this study aims to develop a strategic plan for an investment advisory organization. To this end, single case study guidelines were used to map the strategic behavior used by the organization, analyze the environments (internal and external) of the organization and structure a strategic direction for the organization. As a result, the suggested strategic map is based on customer acquisition, satisfaction of current customer portfolios and development of new techniques. Strategic directions include customer acquisition, satisfaction of current portfolios and development of new techniques, with a focus on excellence in service and differentiation through added value. Live marketing campaigns are proposed, prioritizing reliability and networking. Furthermore, internal alignment is crucial for profitability, with employee training for risk management. It is also recommended to map the regional financial market, focus on the Select audience and establish strategic partnerships periodically.