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The simple and performant solution to manage your wealth by Matthieu Remy - FinTech Belgium Summit 2016

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The simple and performant solution to manage your wealth
Matthieu Remy, Easyvest - FinTech Belgium Summit 2016

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The simple and performant solution to manage your wealth by Matthieu Remy - FinTech Belgium Summit 2016

  1. 1. The simple and performant solution to manage your wealth. Matthieu Remy Founder & CEO
  2. 2. Myth 1 Robo-advisor is for Generation Y
  3. 3. Easyvest’s customer base 50% of our clients, representing 70% of our assets, are above 40 48% 31% 30% 28% 22% 41% 0% 25% 50% 75% 100% Customers Assets Under Advisory <40 y.o. 40-60 y.o. >60 y.o.
  4. 4. Myth 2 Robots will kill human advisors
  5. 5. Interactions with Easyvest Larger portfolios typically require much more human intervention 33% 49% 67% 51% 0% 25% 50% 75% 100% Portfolios smaller than €25k Portfolios larger than €100k Some level of human involvement call, meeting, email, live chat 100% automated self-service on app, transactions
  6. 6. Myth 3 The value is in the robot
  7. 7. A robo-advisor value isn’t the robot but its whole infrastructure Client Advisor Distributor Compliance Interactions management Security & Data • Cloud infrastructure • User management • Access rights Document management • Contract generation • MiFID compliant • eSignature Compliance & Analytics • Approvals • Reports • Dashboard Robo-advisor • Risk assessment • Recommendation • Machine learning Market data • Bloomberg, Reuters • Euronext • ETF providers Custodian management • Account opening • Portfolio value • Billing Transactions management • Broker integration • Transaction execution • Rebalancing engine Marketing automation • Lead nurturing • Content (FAQ, blog) • Event management User interface • Responsive • Multi-language • New dev. proof
  8. 8. Matthieu Remy Founder & CEO matthieu.remy@easyvest.be +32 499 94 13 70 www.easyvest.be

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