Hawanedo Surface is a new application that uses interactive cards on a Microsoft Surface table to help financial advisors provide personalized advice to clients. The application walks clients through selecting virtual "want cards" that represent their goals while the advisor coaches them. Data from the session can then be integrated with the Hawanedo Advisor application for reporting and follow up. The system aims to create a more engaging and understandable experience for reviewing a client's financial situation and needs.

1. Introducing Hawanedo Surface
Hawanedo Surface creates amazing user experience
while going through professional financial advice
Figlo enables insightful and understandable personal financial future!

2. Introduction Hawanedo Surface
• Microsoft Surface table
– Check Microsoft for availability
– Internet connection
• Figlo Application
– Based on have-want-need-do ‘hawanedo’ advice process
• Hawanedo Surface application
• Hawanedo Card set
Figlo enables insightful and understandable personal financial future!

3. How hawanedo Surface works
1. Client Authentication with hawanedo ID Card
• Hawanedo Advisor software creates user ID Tag to place on ID Card
• Authentication by putting Card on the table
2. Consumer chooses wants out of 32 hawanedo Surface Cards
• Advisor coaching to select want Cards
3. Creating amazing user experience for financial insight and
understanding
5. After fingering with hawanedo Surface, advice data can be connected
with hawanedo Advisor application for reporting and follow up
Figlo enables insightful and understandable personal financial future!

4. Hawanedo Surface Want Cards
• Comfortable retirement • Sabbatical
• Large expense • Worldtrip
• Getting married • (Re)Decorate your home
• Study plan for your children • New kitchen
• Boat • New bathroom
• New house • Improve your garden
• Holiday home
• The drivers license for your children
• New house
• Study abroad
• Holiday home
• Repayment of education loan
• Mobile home
• Cosmetic improvement
• New car
• Expand lifestyle spending budget
• Motorbike
• Bike • Expand household budget
• Holiday • Addition to the family
• Money for your children • Insure my life and relatives
• Donate to charity • Sportscar
• Start my own business • Lifestyle electronics
Figlo enables insightful and understandable personal financial future!

7. How hawanedo Surface works
Internet In the office
Hawanedo advisor Hawanedo Surface
secured
cliënt data
Advisor and cliënt have
Advisor and client can
acces to personal
communicatie in a way that
financial data in
adds fun and creates
Hawanedo Advisor
understanding
Figlo enables insightful and understandable personal financial future!

8. Hawanedo Surface features
• Display of current financial situation (have Cards) of the Client
• Set of 32 Want Cards, to place on the Surface table
• Calculated net income Lifeline display in grey, red, green and yellow for better
understanding financial data
– Compliant Financial Calculation Engine, with local ruling
– Detailed budget views and graphs
• Calculated and ranked financial product advice Need Cards
– covering Life insurance, saving plans, investment products
• Web Services for processing external connections
– Mid- and Backoffice systems
– Quotation Services
– Data aggregators
• Connection with Hawanedo Advisor or other systems
Figlo enables insightful and understandable personal financial future!

9. Hawanedo Surface integrated development
2009 2010
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
Hawanedo Advisor
Hawanedo Surface
Figlo Cashflow
Hawanedo Self Service
Add 3 months localizing per country
Figlo enables insightful and understandable personal financial future!