James Hatzigiannis – Financial Services
                     P L  O  U  T U S C  A P  I T A L A D V I S I O R S
FINANCIAL SERVICES
A U  T  U M N / W  I N  T E R 2  0  2 1
James 
Hatzigiannis
P L O U T U C A P I T A A D V I S I O R 
S L S
Overview
Target 
market  
Positioning  
Sales  
Operations  
Merchandin
g
James 
Hatzigiannis
P L O U T U C A P I T A A D V I S I O R 
S L S
Our latest  numbers
82%
the action or activity of gathering 
information about  consumers' needs 
and preferences.
James 
Hatzigiannis
P L O U T U C A P I T A A D V I S I O R 
S L S
Engage  
your people
This year has seen a rise in 
brand  loyalty, our customers 
are feeling  engaged and 
helping our product  grow. If 
there is an increase in trust,  
there is increase in revenue.
James 
Hatzigiannis
P L O U T U C A P I T A A D V I S I O R 
S L S
85% 15%
the action or activity of  the action or activity of  
gathering information gathering information 
about  consumers' about  consumers' 
needs and  preferences. needs and  preferences.
James 
Hatzigiannis
P L O U T U C A P I T A A D V I S I O R 
S L S
 Benefits
Expands your 
network  Helps you 
find talent  Helps 
you find clients  
More productivity  
More creativity  
Flexibility
Cost efficient
James 
Hatzigiannis
P L O U T U C A P I T A A D V I S I O R 
S L S
61% 25% 14%
of Americans have would need to 
failed to  pass the investments  borrow  funds or 
S&P Global  FinLit other than a take out a  loan in 
Survey on basic  basic  savings the event of
financial concepts account a health 
emergency
James 
Hatzigiannis
P L O U T U C A P I T A A D V I S I O R 
S L S
It's time to get everyone 
What's next  more  involved in the next 
 for us? stage, which is  all about maintaining customer  
satisfaction. Happy 
customers  increase sales.
James 
Hatzigiannis
 P L  O  U  T U SC  A  P  I T A LA D V I S I O R
 S 
2021
Planning ahead means action. We need to be 
spending time  considering the best outcome for 
our next two years.
James 
Hatzigiannis
P L  O  U  T U S C  A  P  I T A L A D V I S I O R S
THANK YOU
James 
Hatzigiannis