Slides

1. FINANCIAL PLANNING THE RIGHT WAY
01

2. 02
THE
TEAM

3. 03
Based on $250/year subscription*
MARKET
TAM
SAM
SOM
1% or 20,000 financial advisers in South East Asia
$5 million annual subscription

4. Financial advisers who are
- new and inexperienced
- looking for breakthroughs
are constantly looking for ways
to improve their sales
04
PROBLEM

5. Affinity is a mobile application presentation tool which
helps financial advisers improve their sales conversion rate
by refining the advisory process with their clients
05
APPROACH
Build rapport
Gather data
Needs analysis
Present recommendation

6. 06
INCREASE 40 - 60% IN ANNUAL SALES
BENEFITS
Focusing on the step by step financial advisory process
enhances client’s trust and confidence in the financial adviser
and leading to more open discussions in depth.

7. 07 only
COMPETITOR
S
*Low retention rate for existing solutions:
- Complex to use
- Cost

8. 08
$400K - sustain first two years of operational costs
2022
Acquire 500 users in
Singapore market
2023
1,200 users in
Singapore and
launch in Vietnam
2024
Launch in Thailand,
Malaysia and
Indonesia
2025
Acquire 1% target
market in SEA region
MILESTONES
Launch