1. Culture Values
1.1. ...how we define our culture.. The Alpian culture values can be defined as a set of shared values, goals, attitudes and practices that characterize an organization. ... It's the way people feel about the work they do, the values they believe in, where they see the company going and what they're doing to get it there.
1.1.1. To be defined at Retreat
2. Excellence in Action
2.1. ...behaviours our external stakeholders can expect from us... Excellence is a talent or quality which is unusually good and so surpasses ordinary standards. It's the values we expect and strive for in our daily business performance and human interactions.
2.1.1. Inspiration
2.1.2. Promises (Values)
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2.1.3. Standards / Code of Conduct
3. Company Principles
3.1. ...behaviours we can expect from each other The Alpian principles are intended to contribute towards clarifying the culture values and objectives and to make them an integral part of the company. They therefore, describe the nature and scale of our activities and the way we treat one another. They are binding at all times for everyone who works in the company.
3.1.1. Our clients interest first - always.
3.1.1.1. We serve our clients by providing excellence at every level of the journey - we play a meaningful role in their lives and always have their best interest in mind.As a business grows, it can be easy to lose sight of the client-partners and put other stakeholders above what's really important. While they may not be there for every one of our profit announcements, our clients are the ones behind the numbers. We need to make sure what is most important comes first.
3.1.2. We are never fully satisfied with our results, which are the fuel of our business. Only focus and zero self-importance guarantee a lasting competitive advantage.
3.1.2.1. Every day is a battle against an invisible enemy. One that tells us to find the path of least resistance and rest. One that tells us to rely on what is comfortable rather than hard work and determination. This enemy is our past successes, procrastination and self-importance that tell us the status quo is good enough. At Alpian we understand that the work is never done and we are constantly looking for new innovative ways to demystify the investment world and democratize private banking.
3.1.3. We are a company of owners. Owners take results personally.
3.1.3.1. Every Alpianist is expected to embody the company values and embrace the culture as their own. This is the only way to realise cultural benefits and maintain the performance advantages from increased employee engagement. To develop an ownership mentality we rally around our shared vision and values and give each employee the biggest amount of autonomy, empowerment and trust in their roles.
3.1.4. We manage our costs tightly to free up resources and to support sustainable and profitable revenue growth.
3.1.4.1. Spend only where it counts. This discipline comes from the top down and is the responsibility of every department and employee. Alpian is transparent and we inform employees where resources are being spent and what areas of the business need to be developed to ensure the future of the business.
3.1.5. At Alpian we believe that common sense and simplicity are usually better guidelines than unnecessary sophistication, rules and complexity.
3.1.5.1. Alpian's core is simplicity and ease. And that is why it should be the goal of every departement to simplify its organisation as much as possible. The more our staff understands, the more we trust and empower them, the more they can troubleshoot and innovate in the future. Evey employee works from a place of inspiration - not desperation.
3.1.6. Walk the talk. To lead by example is at the core of our culture. We do what we say we will do.
3.1.6.1. Nothing undermines a culture faster than those who do not practice what they preach - especially at the leadership level. This list of these core principles is only worth the paper it's printed on if we don't take it upon ourselves to be an example to others.
3.1.7. We never - ever - ever - ever take shortcuts. Integrity, hard work, authenticity quality and accountability are key building blocks to our business.
3.1.7.1. When all else fails and there is no one to provide direction, our company's principles can be the North Star for employees. Even more important than committing to values on paper is to have employees' backs when they implement them.
4. Brand Values
4.1. ... what the brand stands for... Brand values are a crucial part of a strong brand. They are the core values that Alpian believes in and stands for. A strong sense of brand values builds morale within and increases loyalty.
4.1.1. Trustworthy - Alpian Always
4.1.1.1. We are available to our clients through thick and thin and always have their best interests in mind. They can rely on us for relevant and accurate information and any assistance they need in the pursuit of wealth beyond money.
4.1.2. Innovative - Alpian Evolution
4.1.2.1. Staying on the cutting-edge is in our DNA. Our innovative spirit is reflected in the delightful experiences of our clients. They expect the best from us, and so do we. Which is why we’re always pushing the boundaries of technology to make real, meaningful breakthroughs.
4.1.3. Human - Alpian Human
4.1.3.1. Ultimately, we are in the business of helping people create wealth (beyond money). We understand that no solution is one-size-fits-all when it comes to delivering wealth beyond money. Which is why, we’re always listening to the needs of our clients.
5. INSIGHT
5.1. Wealth goes beyond money. It does not sit in bank accounts, but lies in freedom, purpose and belonging.
6. BRAND PURPOSE / TAGLINE
6.1. ...the reason for being beyond making money... The brand purpose represents your reason for being and what you stand for above all else. It’s often referred to as your North Star.
6.1.1. Wealth Beyond Money
7. VISION
7.1. ...what we aspire to achieve... The vision statement captures a desired future state of being. This is an aspirational statement that captures a huge, long-term change we hope to see in the as a result of our very existence.
7.1.1. We create 'Wealth Beyond Money' by demystifying the world of investment and democratising private banking.
8. MISSION
8.1. ...what we exist to do... The mission statement succinctly states what we exist to do. This is also a somewhat aspirational statement, but it captures the larger actions we are taking to bring our vision to life.
8.1.1. Alpian offers intuitive, simple and smart digital banking & investment solutions powered by human and sytem intelligence.
9. VALUE PROPOSITION / USP
9.1. A value proposition is a simple statement that summarizes why a customer would choose your product or service. It communicates the clearest benefit that customers receive by giving you their business. The unique selling proposition is the marketing strategy of informing customers about how one's own brand or product is superior to its competitors.
9.1.1. VALUE PROPOSITION
9.1.1.1. ALPIAN - WEALTH BEYOND MONEY Alpian unifies everyday banking with accessible investment and private banking services in a hassle-free mobile app so that your financial life fits comfortably in the palm of your hand. And whether you’re an expert or a beginner, our world-class financial advisors are here to guide you to invest affordably, and in ways that resonate with your beliefs, values, needs, and dreams. The combination of human expertise and system intelligence is how we fulfill our promise - to always be at your side on your journey to wealth beyond money.
9.1.2. USP 1
9.1.2.1. REAP THE EXPERTISE OF HUMANS - LEVERAGED BY SYSTEM INTELLIGENCE Modern technology can do what humans cannot: factor in thousands of parameters and scenarios, to build an investment portfolio that is uniquely optimised for each client. On the other hand, humans can do what technology cannot: listen to your needs and understand the human side of wealth creation. Together they make a formidable force. The combination of human knowledge, experience and integrity with Alpian’s system intelligence enables endless possibilities, at rates that are fair, transparent and market disruptive. Isn't that the caring experience we’ve been waiting for?
9.1.2.1.1. CARING FOR YOUR WEALTH IS PART OF OUR CODE. IN MORE WAYS THAN ONE. There’s no substitute for human experience and wisdom. Or for the depth of machine intelligence. A truly nurturing experience would combine the best of both worlds. So, that’s exactly what we did.
9.1.2.2. ENJOY INVESTING AND BANKING IN ONE SEAMLESS APP With the Alpian app, you gain complete control over your daily banking needs and your long-term investing dreams. Combined with your new Alpian debit card and multi-currency account, you can manage expenses, payments and savings whenever and wherever you want. Investing with the app is just as intuitive and enjoyable. Our elegant interface lets you customise your portfolio based on your specific needs, values and goals, so that the power to grow your wealth fits in the palm of your hands. We call this “personalised premium banking”.
9.1.2.2.1. INVESTING AND BANKING IN ONE APP IT'S SIMPLE. IT'S PERSONAL. IT'S ABOUT TIME. Banking and investing services are equally vital to your financial life. So, we removed the friction between them and brought them together in a single, seamless app. Welcome to the age of personalised premium banking.
9.1.3. USP 2
9.1.4. USP 3
9.1.4.1. INVEST IN IMPACT - SLEEP WITH PEACE OF MIND We all have a set of values that guide our decisions in life. Wouldn’t it be great if we could fine-tune our investing decisions to reflect the same set of values? Through an intuitive interface, the Alpian app makes it easy to invest through the lens of your principles. With a few simple steps, it factors in your impact goals and offers an investment strategy that is attuned to your financial goals, and to your values. If you have highly specific impact goals, you can always speak to our expert financial advisors who can guide you by making matters of impact investment easy to understand, engaging, and insightful. Because your peaceful sleep is what ultimately matters.
9.1.4.1.1. WHEN IT COMES TO MAKING AN IMPACT, LET US BE CLEAR. Financial gain and impact-driven investing are not mutually exclusive. In fact, through our intuitive and transparent interface, they now go hand-in-hand. The ability to channel money towards your specific vision of wealth with clarity and confidence is now at your fingertips.
10. GOALS
10.1. ...goals are long-term, concrete outcomes that contribute to the fulfillment of the XY team mission... The “SMART” framework is useful when setting goals: specific, measurable, achievable, results-focused, and time-bound. I typically recommend businesses only set these one to three years out.
10.1.1. Example: Improve Swiss brand awareness & preference by x% / y % by Q3 2020. Gain 7000 qualified leads by Q3 2020
11. STRATEGY
11.1. ...strategy is where we will focus our efforts to achieve our goals, and how we will succeed—or, “where to play and how to win...” It defines a specific course of action that will take you from where you are now to where you want to be.
11.1.1. Example: Internal and external initiatives & integrated campaigns which are focussed on establishing an inspired Alpian community and which foster a new way of thinking about wealth creation
11.1.1.1. Lead Integrated 360° Campaigns
11.1.1.2. Build Community
11.1.1.2.1. Definition: The relationships that the Alpian brand establishes & nurtures with people and partners.
11.1.1.2.2. All Regions Switzerland
11.1.1.3. Foster Internal Culture
12. OBJECTIVES
12.1. ...objectives are specific outcomes that map back to your strategy. Objectives differ from strategy and goals in that they are measurable short-term outcomes. Your objectives must fall within the constraints of strategy... In fact, you can’t have strategy without objectives in that they comprise a “set of coherent actions.”
12.1.1. Example: Create a Masterclass Email Program the generates 1000 True Fans by Q3 2020.
12.1.2. (...)
13. TARGETS / KPI's
13.1. ...targets are the metrics you use to measure whether or not an objective has been achieved. These should act as mile-markers along the way to fulfilling strategy, demonstrating measurable forward movement.... Targets should be defined by specific metrics, either quantitative or qualitative.
13.1.1. Example: Identify 10 potential Value Optimists (Ambassadors) and 3 potential brand partners by end of Q3 in the all 3 regions of Switzerland
13.1.2. (...)
14. TACTICS
14.1. ...tactics are the activities undertaken to achieve targets. These might appear on a project roadmap or job description....
14.1.1. Example: Host 2 Alpian Bonfire Events with min 40 people in July
14.1.2. (...)