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Fintech Belgium Summit 2018 - Pitch Battles - Investsuite - Hederik Laloo

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Investsuite - Hederik Laloo

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Fintech Belgium Summit 2018 - Pitch Battles - Investsuite - Hederik Laloo

  1. 1. INNOVATION ASA SERVICE
  2. 2. 3 WE ALSO HAVE A SECOND PRODUCT IN THE MAKING: A NEXT GENERATION ONLINE INVESTMENT PLATFORM NOT AIED AT ‘TRADERS’ BUT AT NORMAL RETAIL CLIENTS INTUITIVE TO USE – LIMITED MARKETS – SIMPLE BUT POWERFULL Is there a Tsunami on its way in the world of wealth management and investments?
  3. 3. 4 A perfect storm for banks… 1: Regulation 2: Legacy cost and infrastructure 3: Coping with new technologies 4: The real time digital consumer Rob Heyvaert, Chairman and former CEO CAPCO
  4. 4. Is the old cosy world of face to face ‘offline’ banking a picture of the past?
  5. 5. We help financial institutions to gain and serve new generations of investors in the most efficient way. LEUVEN - WARSAW
  6. 6. SOME PUZZLINGFIGURESHOWEVER…THISPOTENTIALHASNOTYET BEEN REALIZEDBY FAR… ± 100 Robos in Europe*** 22,8 trillion AUM in europe in 2016* 0,01% in Robo or 2,5 Billion AUM** * EFAMA 9th Asset Management Report / ** INSEAD data / ***www.techfluence.eu 10 Trillion EUR on saving accounts in europe in 2017**
  7. 7. A B2CSTAND-ALONEROBO ADVISORWILLNOT WIN… Acquisition cost too high lifetime value too low ! X Who do they trust for their money... ?
  8. 8. 1 A CUSTOMISABLEFRONT END:
  9. 9. Using MPT is not what I would recommend a 25 year old do now. A lot had happened since I published that article in 1952. Prof. harry Markowitz, Nobel Prize in Economic Sciences. 2
  10. 10. BACKTEST RISKVS. RETURN2
  11. 11. APP PORTFOLIO MANAGEMENT SYSTEM API GATEWAY QUEUE SETTINGSSERVICE PORTFOLIO SERVICE VIEWSERVICE MICROSERVICES MARKETDATA PROVIDER* INVESTSUITE Flow: 1. Send Portfolio 2. Add portfolio to queue 3. Subscribeto portfolio feed 4. Get portfolio settings 5. Publish transactionproposals 6. Supply transaction proposals 7. Web sockets / callback 8. Place order 9. Orderstatus 1 7 2 3 5 4 5 8 9 MARKET COREBANKING SYSTEM BANK Required from partner system: 1. Portfolio reporting 2. Cashaccount 3. Placingorders 4. Clientidentifier 5. Productstatic data 6. Costsimulation 3 A FLEXIBLE INFRASTRUCTUREFOR EVERY BANK
  12. 12. 3 APIGATEWAY QUEUE SETTINGSERVICE PORTFOLIOSERVICE VIEWSERVICE MICROSERVICES PMS (Portfolio ManagementSystem) COREBANKINGSYSTEM MARKETDATAVENDOR(S)STREETSIDE: Brokernetwork/ custodians/… A FLEXIBLE INFRASTRUCTUREFOR EVERY BANK
  13. 13. BART VANHAEREN CEO Seasoned Banking Executive Founded 3 businesses 20 years banking experience Ex GE Capital; Arthur D. Little; KBC Securities MBA IMD/Lausanne EMMANUEL WILDIERS HEAD PRODUCT R&D Master in Electrotechnical Engineering CFA charterholder Head Portfolio Construction at KBC Asset Management Senior Quantitative Equity Analyst/ Portfolio Manager at Schroders, London LAURENT SORBER CTO / CO-FOUNDER Ph.D. in Mathematical Engineering, Summa cum Laude Founder of B2C roboadvisory Founder of AI & machine learning consultancy
  14. 14. LEUVEN LUXEMBOURG WARSAW
  15. 15. 10 - 20 Leads 5 Hot Leads; 2 close to a contract 1 LOI 3 Cooperation models with German, Dutch, and Belgian bank software provider and well underway with a major French player ‘PUBLIC’ SINCEJUNE2018
  16. 16. LEUVEN - WARSAW

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