Personal finances goes beyond numbers and reports: it is about people.

People get anxious about finances

Say yes to experiences that you’ll never forget

Marvin, your virtual

financial assistant

WHAT’S UP

FELLAS!

We will sync and categorizeall your transactions

Link with your bank account

SECURITTY & PRIVRIVACY

SECURITY & PRIVACY

Saving to meet your goal

ARTIFICIAALINTELLILLIGENCE

ARTIFICIALINTELLIGENCE

Last week you spent too much with restaurants 🍝🍝

Lets set a budget of $ 100.00 for this week to keep your savings plan healthly?

Learn more

MACHINELEARNRNING

MACHINELEARNING

WOW! This week you saved 150% of your savings goal

Now you are one step closer to your trip to London 🍝🍝

Learn more

I just found some better options to renegotiate the loan you've taken. You can save up to $300 🍝🍝

Learn more

BETTEROFFER

Help yousave

Keep track of your goals

Look for betteralternatives

CONVERSASATION ENGINENE

CONVERSATION ENGINE

Ask Marvin

Competitors

100% automatic

Proactive Advices

Behavioral Economics

Chatbot

(Facebook, Slack...)

Focusing to help the millennial generation(21-34 years old)

44%Working Age

Population 83bi$

Moving

Saving to

realize

BanksMillennials

X

Banks don’t speak the

Millennial language

Complexity and lack of transparency

Lack of financialknowledge

It breaks the

trust relationship

Win-win-win relationship

Banks

Retain and acquire new customers

Millennials

Make better financial decisions

Planejei

Get paid by the banks

Bruno QuadrosUX/UI

Lucas MontanoCEO

Eduardo CunhaDeveloper

Filipe AlvarengaCPO

Ricardo DiasCFO

Anibal SólonArtificial intelligence

We know why we do it

SEP/15

JAN/16

A partnership

Creating a

community

FEB/16

Planejei has been

Launched

MAR/16

Access limited by invitation

Growth

15,000Accumulated

invitations

2,000Deliveredinvitations

Shared Planejei with their friends

40%

AUG/16

Later this yearLinked with the 5 biggest banks

Total Addressable Market

5 biggest banks

Others90%

Today Later this year

Banco do Brasil Itaú Santander Caixa Econômica Bradesco Others

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