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digital investment solutions for financial institutions€¦ · Source: Company data, Oliver Wyman,...

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digital investment solutions for financial institutions
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Page 1: digital investment solutions for financial institutions€¦ · Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs Private Wealth Asia Pacific Digital

digi ta l investment solut ionsfor f inancia l inst i tut ions

Page 2: digital investment solutions for financial institutions€¦ · Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs Private Wealth Asia Pacific Digital

CLIENTS

82%

BANKS

25%

Wealth management relationship is expected to

become digital

Wealth managers offer few digital channels beyond

emails today

Digital Divide

Page 3: digital investment solutions for financial institutions€¦ · Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs Private Wealth Asia Pacific Digital

Clients expect an online, simple & personalised

investment experience

Page 4: digital investment solutions for financial institutions€¦ · Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs Private Wealth Asia Pacific Digital

4

Scalable & Multi Market

White Label & ModularThematic & Quant Portfolios

Smart Filters & Customisation

Transparency & Visibility Quick to Deploy

Value Proposition

CLIENTS BANKS

Page 5: digital investment solutions for financial institutions€¦ · Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs Private Wealth Asia Pacific Digital

5

How it works

Page 6: digital investment solutions for financial institutions€¦ · Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs Private Wealth Asia Pacific Digital

6

Traction

LaunchQ3-2017

7 clients in negotiations

!$400kfunds raised

48active prospects

4client segments

Page 7: digital investment solutions for financial institutions€¦ · Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs Private Wealth Asia Pacific Digital

7Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs

Private Wealth Asia Pacific

Digital Advice Adop;on Rate

Market Size

Growth drivers Global Private Wealth

(between 2012 and 2020)

Mass Affluent

+100%

+46%HNWI

2016 2020

$17 T$28 T

1.8x

0.5%10%

20x

Page 8: digital investment solutions for financial institutions€¦ · Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs Private Wealth Asia Pacific Digital

Aligning our success with

our customers success

Business Model

PlaOorm as a Service Revenue Share

Recurring Variable

1 2

8

Page 9: digital investment solutions for financial institutions€¦ · Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs Private Wealth Asia Pacific Digital

Our Team

9

IVAN MARINKOVICChief Technology Officer

QUENTIN ISSELECo-Founder & CEO

JULIEN LE NOBLE Co-Founder

MAXIME DUMONALChief Data Scientist

Page 10: digital investment solutions for financial institutions€¦ · Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs Private Wealth Asia Pacific Digital

Raising $500k

Seed Round

Next Steps

Research & Development

Sales & Marke;ng

10

Regional Expansion

! "

Page 11: digital investment solutions for financial institutions€¦ · Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs Private Wealth Asia Pacific Digital

JOIN US ON OUR JOURNEY

Digital platforms are redefining investment & wealth management


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