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Fintech Belgium Summit 2018- Open Banking - Harmoney- by Patricia_Boydens

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Key to financial happiness
by Patricia_Boydens

Published in: Technology
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Fintech Belgium Summit 2018- Open Banking - Harmoney- by Patricia_Boydens

  1. 1. Key to financial happiness
  2. 2. 75% < > 54% of annual income need to live are actual comfortable receiving
  3. 3. 33% > adequate 37% > could use more 30% > not enough
  4. 4. platform. unique client service enablement
  5. 5. platform. unique client service enablement
  6. 6. platform. unique client service enablement
  7. 7. platform. unique client service enablement
  8. 8. platform. unique client service enablement
  9. 9. platform. for bank, advisors and insurance broker KYC AML/PEP  Full AML compliance  Integration with external check providers  Digital signing supported UBO  UBO always up-to-date  Easy integration with external checks  Upselling opportunities  Manage ID data in one place  Ease-of-use with e-signing  Management of all accounts/files  Management of all linked entities • Indivisions • Legal entities Etc. Advisory  Ability to offer services adapted to your client  Enabling holistic wealth management  Integrated financial planning tool  Data-driven advisory MiFID  Holistic view on client  Risk profiling  Workflow management  Information / Document sharing  Reporting  Consolidated financial situation  Train and assess knowledge & experience  Define goals per account/file  Personal finance management tool  Goal planner  Net worth builder
  10. 10. team. who we are  Fintech solution provider  Domain expertise & experience • Compliance & Advisory for banking & insurance • Financial & regulatory technology  Backed and advised by renowned entrepreneurs  In close contact with regulation to keep our partners always up-to-date  Trusted by more than 50 financial institutions & insurance brokers
  11. 11. let’s connect ! Q & A www.myharmoney.e u pbo@myharmoney.e u in/patriciaboydens @patriciaboydens

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