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Shareholder Value Management AG in the spotlight

Shareholder Value Management AG, a pioneer in the financial services industry specializing in asset management and various investment strategies, continuously strives for innovative approaches to maximize investor returns.

Endrit Cela | Client Portfolio Manager at Shareholder Value Management AG

"Very good cooperation!"

"I had the pleasure of working with Kai Krups from CIXON and I can recommend him as an excellent video marketing specialist. Working with him was a pleasure, especially my interview with him for the Fondsgipfel-Akademie 2023. He is very professional, creative and an absolute professional in his field. Best regards, Endrit Cela from Shareholder Value"

As a progressive financial institution, Shareholder Value Management AG is committed to providing cutting-edge technology and service to ensure maximum returns for investors. In our collaboration with Shareholder Value Management AG, we aimed to implement a user-centric, technologically advanced solution that would provide exceptional value to both investors and management. The challenges we faced included modernizing the existing digital infrastructure and redesigning processes to increase client engagement and efficiency.

6 Challenges before the collaboration at a glance

Need to modernize the website: The website required an urgent redesign to improve speed, accessibility and findability.
In-house software integration: The integration of modern and specially developed financial software into the system was crucial for the streamlining of investment processes.
Content delivery system: There was a lack of an effective platform for the targeted and structured provision of high-quality content.
Targeted customer segmentation: A differentiated view and approach to customers based on their individual needs and investment profiles was required.
User guidance and customer friendliness: The website had to be made more intuitive and user-friendly in order to optimize the user experience.
Marketing tools: The development and optimization of marketing strategies for targeted communication and lead generation were necessary.

Our solutions

Website redesign and optimization: Comprehensive renewal of the website in HubSpot CMS, including improvements in design, functionality and speed.

Implementation & training HubSpot CRM platform: Data-based decisions in marketing & sales through a standardized platform for CRM and website.

Establishment of a news section: Creation of a dedicated section for continuous, structured content marketing.

Implementation of financial software: Integration of state-of-the-art financial tools to optimize customer service and portfolio management.

Redesign of the digital marketing strategy: Strategic revision of approaches for newsletters and whitepapers tailored to specific customer segments.

Advanced Customer Segmentation: Use of advanced data analysis for more precise customer classification and personalized services.

Development of marketing automation: Conceptualization and implementation of marketing automation for automatic qualification of new contacts.

The results

New face & modern CRM for Shareholder Value Management AG

Shareholder Value Marketing Performance

Website redesign

Completely modernized interface, which optimizes user-friendliness and accessibility.

Increased performance

Increased loading speed ensures an improved user experience and a 29% increase in visitor frequency.

Content delivery expansion

Establishment of a structured news section promotes consistent and targeted dissemination of information.

Financial software integration

Direct implementation improves the management and accessibility of financial data.

Marketing innovations

Redesigning newsletters and whitepapers increases the engagement rate and generates over 100 new contacts per event through specially designed events.

Customer segmentation

Improved personalization and customer service through effective segmentation of customers according to investment volume and preferences.
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Frequently asked questions & answers

How long does an average website project with you take?

The duration of a website project with CIXON varies, but is usually in the range of 2-6 months. This period allows us to build a deep working relationship with you and effectively implement HubSpot's tools and strategies. Our main goal is the long-term success of your business. Therefore, we start with onboarding, but make sure that you can use the strategies and technologies autonomously even after the project is completed. This way, we ensure that you can see sustainable results that will help your business grow and succeed in the long term.

For more details, simply contact us free of charge at and we will analyze the potential of your company!

Who is in charge of our project?

Your project will be managed by a specialized HubSpot Solution Architect who will be at your side throughout the entire project. Our approach is to offer you direct and uncomplicated support. That's why you can book your personal Solution Architect at any time using a 'punching card' for questions or concerns. This flexible method enables us to respond quickly and effectively to your needs and solve problems immediately. In addition, depending on the needs of your project, a team of experienced software developers is available to provide development services and ensure that even technically demanding challenges are handled professionally. Our goal is to provide you with the highest level of support and expertise to make your project a success.

What is the most direct way to contact you?

We value individual support. As a first step, simply book an appointment for an initial consultation for a free potential analysis. Here we will find out whether and how HubSpot CRM can help your company grow.

What is HubSpot anyway?

HubSpot is like a Swiss army knife for companies that want to become more visible online and communicate better with their customers. Imagine a toolbox that contains everything you need to make your website more engaging, be more active on social media and understand what your customers really want. Instead of using five different tools, HubSpot offers everything in one - saving you time and making your job easier.

We use HubSpot to help you attract more visitors to your website, create content that is of interest to your target audience and simplify communication with potential customers. HubSpot allows us to automate many of these processes, which means you have more time to focus on what's important.

If you want to know exactly what potential HubSpot has for your company, just talk to us for free!

What does it cost to work with you?

The cost of working with us depends entirely on the scope and specific requirements of your project. We understand that every business is unique and therefore offer flexible pricing plans tailored to your individual needs.

Our approach includes both flat fees for specific project services and flexible 'punching cards' that you can use for different services depending on what's most important to your business. The punching cards allow you to take advantage of our expertise exactly when you need it, without having to make a long-term commitment.

To get a better understanding of the cost structure, we recommend a personal meeting where we can learn more about your goals and requirements. On this basis, we will then create a personalized quote that is tailored to your needs and budget. In this way, we ensure that you get exactly the support you need to move your company forward without overstretching your budget.

Does that sound exciting? Then let's talk without obligation

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