A system called Lynkos links product providers and distribution channels in the financial services industry like investment planning, retirement planning, insurance, and banking. It aims to improve operational efficiency and growth support by streamlining processes between clients, financial advisors, local offices, sales networks, and product providers. Currently, paperwork and data related to clients undergoes many duplicate verification, data entry, and archiving steps as it moves between these entities, generating additional costs and delays. Lynkos changes this by allowing a single entry of client data that can then be accessed and shared by all related parties through integrated systems.

1. ?

2. A system that links. Link + “OS” (Operating system)

3. What does it link? A system that links. Link + “OS” (Operating system)

4. Product providers and distribution channels in the financial services industry.

5. Investment planning Retirement planning Tax & inheritance planning Life insurance Health insurance Private bankers Family offices Financial advisers Insurance brokers Insurance agents Product providers and distribution channels in the financial services industry.

6. Investment planning Retirement planning Tax & inheritance planning Life insurance Health insurance Private bankers Family offices Financial advisers Insurance brokers Insurance agents What are their worst problems?

7. Investment planning Retirement planning Tax & inheritance planning Life insurance Health insurance Private bankers Family offices Financial advisers Insurance brokers Insurance agents What are their worst problems? Operational efficiency Growth support

8. What needs to be more efficient?

9. Private bankers Family offices Financial advisers Insurance brokers Insurance agents Product provider Sales network / Channel Investment planning Retirement planning Tax & inheritance planning Life insurance Health insurance Local office Financial advisor Client

10. Product provider Sales network / Channel Local office Financial advisor 1. After visiting the client several times, the financial advisor gets a lot of paperwork signed by the client. Plus copies of documents, etc. Client

11. Product provider Sales network / Channel Local office 2. He then checks that everything is in place, and forwards all the paperwork to his local office. Financial advisor Client

12. Product provider Sales network / Channel Local office Everything is checked again, critical data entered into a local database, and copies of documents are archived. Financial advisor Client

13. Product provider Sales network / Channel Periodically, new clients’ paperwork and documents are couriered to the sales network headquarters. Local office Financial advisor Client

14. Product provider Sales network / Channel 4. Additional controls are performed, data is entered again into local systems, and further copies of documents are made and archived. Local office Financial advisor Client

15. Product provider Sales network / Channel Past verification, everything is forwarded to the product provider. Local office Financial advisor Client

16. Product provider Sales network / Channel Further controls are made, documents are digitalized, data entered into local systems, the account is issued, account documents are produced. Local office Financial advisor Client

17. Product provider Sales network / Channel 7. The process repeats itself back until the client receives his account documents. Local office Financial advisor Client

18. Product provider Sales network / Channel This happens again with almost every transaction the client makes! Local office Financial advisor Client

19. Product provider Sales network / Channel Generating duplicated processes, additional work, associated costs, andunnecessary turnaround times. Local office Financial advisor Client

20. Product provider Sales network / Channel Local office How doesLynkoschange this? Financial advisor Client

21. Product provider Sales network / Channel Local office Financial advisor Client

22. Product provider Sales network / Channel Local office Financial advisor Client

23. = = = = Product provider Local office Client Sales network / Channel Financial advisor

24. Product provider Local office Client Sales network / Channel Financial advisor

25. Product provider Local office Client Sales network / Channel Financial advisor Industry Integration

26. Product provider Local office Client Sales network / Channel Financial advisor Industry Integration Enterprise Integration (What others do)

27. www.Lynkos.com