This document is an investor presentation for AnalytixInsight Inc., a fintech company that provides artificial intelligence and machine learning platforms. It summarizes the company's offerings including predictive analytics, natural language reports, a robo-advisor, mobile apps, and new workflow analytics. It describes key products like CapitalCube for financial data and analysis, a robo-advisor matching investors to portfolios, and a mobile app. It outlines the management team and board, provides financial information, and contact details.
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Technology adoption paradigm is shifting rapidly. 2019 brings new hopes and opportunities around adoption of Machine Learning, Artificial Intelligence, Blockchain, Biometrics, etc. across IT initiatives. Here is brief overview of technology trends and adoption patterns in 2019 and beyond.
Desde 2008, o Reino Unido tem se posicionado como um dos líderes globais no setor de Fintech. Estima-se que em 2015 o setor atraiu 524 milhões de libras em investimentos e lucros de 6,6 bilhoes de libras. Esta apresentação mostra a expertise do Reino Unido e como o Governo Brditânico está desenvolvendo novas oportunidades, incluindo um ambiente regulatório favorável às Fintechs.
This Seminar will initiate a reflection regarding the extent to which innovation within the Financial Technology (FinTech) sector can and should be regulated.
The case will be illustrated with examples of the UK and EU market (e.g. the Financial Conduct Authority (FCA)’s Project ‘Innovate’ and the European Commission’s Single European Payment Area (SEPA)) and the implications for innovation will be discussed.
This will be complemented by introducing an Asian perspective as to the capacity of specific jurisdictions to frame and catalyse innovation, focusing on specific challenges and opportunities in Mainland China and Hong Kong.
FinTech: The revolution is here!
In this session, we will introduce fintech and discuss the eight key innovations in fintech that are revolutionizing how companies are doing business. This session is geared towards fintech enthusiasts and financial industry professionals who are intrigued and fascinated by the innovations in fintech and would like to learn and adapt to the new realities of the 21st century
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WealthTech is a booming field under FinTech industry. This article talks about how technology has disrupted the value chain within the wealth & asset management, particularly Robo-Advisor & Digital Brokerage segment
Open Banking and Payment Service DirectiveLac Vuong
This is a summary of a wonderful EU directive that will extensively yield benefits to players and customers of various industries, beyond fintech, banking, payment and security. Enjoy! I hope you like it as much as I do.
MDEC Fintech Conference - A Look into Bank's Fintech Initiatives (RHB)iTrain
Check out the video of this presentation and the rest at www.itrain.com.my/fintech-bootcamp
Interested to get a fintech idea started but don't know how to start? Then join the FREE MDEC Fintech Masterclass on October 3-4. To enter just tell us about your Fintech idea!
Apply here: bit.ly/fintech-master
More information about the complete Fintech Bootcamp: www.itrain.com.my/fintech-bootcamp/
Nimble AppGenie is the top FinTech app development company. We provide top-notch and feature-rich FinTech applications for industry newcomers as well as well as established enterprises. So, your hunt for best FinTech app developers ends here.
For More details Click Here- https://www.nimbleappgenie.com/fintech-app-development
I delivered a talk on application of Artificial Intelligence in Fintech to the visiting students of University of Applied Sciences, Wurzburg-Schweinfurt, Germany at Christ University
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Senior Execs struggle with how to pick the best alternative fintech suppliers while simultaneously de-handcuffing from one-sided legacy core relationships. With so many choices appearing in the market CEOs want to know which neo-cores are ready? What fintech suppliers are mature enough to partner? How does the bank structure a greenfield deal with a new market entrant and manage the associated business risk?
CEOs need strategic insights on how to set the vision and direct their franchise to take advantage of the fintech opportunity without creating too much disruption with clients, staff and the bottom line. Information is pouring in from all directions on fintech and it has become difficult to adopt the right strategy in a fragmented evolving marketplace providing many options.
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Project deadlines that span a year or two aren’t usually nerve-racking. But, when it means making a significant change to your business strategy, internal systems, and technology infrastructure, it can become a head-scratcher. This is probably where the banks in Australia stand. Banks are figuring their way around it and there’s a lot to learn. Regardless, no one wants to fall victim and everyone wants to conquer open banking
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A Reality Check - Where banks stand in their open banking journeys
The Problem Children - What challenges they are facing
The Gold Stars - Critical success factors for a killer open banking strategy
A Whole New World - The potential of an open data world
Technology adoption patterns & trends - 2019 and beyondSwarraj Kulkarni
Technology adoption paradigm is shifting rapidly. 2019 brings new hopes and opportunities around adoption of Machine Learning, Artificial Intelligence, Blockchain, Biometrics, etc. across IT initiatives. Here is brief overview of technology trends and adoption patterns in 2019 and beyond.
Desde 2008, o Reino Unido tem se posicionado como um dos líderes globais no setor de Fintech. Estima-se que em 2015 o setor atraiu 524 milhões de libras em investimentos e lucros de 6,6 bilhoes de libras. Esta apresentação mostra a expertise do Reino Unido e como o Governo Brditânico está desenvolvendo novas oportunidades, incluindo um ambiente regulatório favorável às Fintechs.
This Seminar will initiate a reflection regarding the extent to which innovation within the Financial Technology (FinTech) sector can and should be regulated.
The case will be illustrated with examples of the UK and EU market (e.g. the Financial Conduct Authority (FCA)’s Project ‘Innovate’ and the European Commission’s Single European Payment Area (SEPA)) and the implications for innovation will be discussed.
This will be complemented by introducing an Asian perspective as to the capacity of specific jurisdictions to frame and catalyse innovation, focusing on specific challenges and opportunities in Mainland China and Hong Kong.
FinTech: The revolution is here!
In this session, we will introduce fintech and discuss the eight key innovations in fintech that are revolutionizing how companies are doing business. This session is geared towards fintech enthusiasts and financial industry professionals who are intrigued and fascinated by the innovations in fintech and would like to learn and adapt to the new realities of the 21st century
WealthTech - Robo-Advisors & digital brokeragesKannagi Mishra
WealthTech is a booming field under FinTech industry. This article talks about how technology has disrupted the value chain within the wealth & asset management, particularly Robo-Advisor & Digital Brokerage segment
Open Banking and Payment Service DirectiveLac Vuong
This is a summary of a wonderful EU directive that will extensively yield benefits to players and customers of various industries, beyond fintech, banking, payment and security. Enjoy! I hope you like it as much as I do.
MDEC Fintech Conference - A Look into Bank's Fintech Initiatives (RHB)iTrain
Check out the video of this presentation and the rest at www.itrain.com.my/fintech-bootcamp
Interested to get a fintech idea started but don't know how to start? Then join the FREE MDEC Fintech Masterclass on October 3-4. To enter just tell us about your Fintech idea!
Apply here: bit.ly/fintech-master
More information about the complete Fintech Bootcamp: www.itrain.com.my/fintech-bootcamp/
Nimble AppGenie is the top FinTech app development company. We provide top-notch and feature-rich FinTech applications for industry newcomers as well as well as established enterprises. So, your hunt for best FinTech app developers ends here.
For More details Click Here- https://www.nimbleappgenie.com/fintech-app-development
I delivered a talk on application of Artificial Intelligence in Fintech to the visiting students of University of Applied Sciences, Wurzburg-Schweinfurt, Germany at Christ University
CxO Roadmap: Designing a Fintech Strategy Around Your Legacy Core IT SupplierKelli Wilkinson
Senior Execs struggle with how to pick the best alternative fintech suppliers while simultaneously de-handcuffing from one-sided legacy core relationships. With so many choices appearing in the market CEOs want to know which neo-cores are ready? What fintech suppliers are mature enough to partner? How does the bank structure a greenfield deal with a new market entrant and manage the associated business risk?
CEOs need strategic insights on how to set the vision and direct their franchise to take advantage of the fintech opportunity without creating too much disruption with clients, staff and the bottom line. Information is pouring in from all directions on fintech and it has become difficult to adopt the right strategy in a fragmented evolving marketplace providing many options.
This session will provide an unbiased, no BS summary for non-technical CEOs ready to lead their franchise in the new fintech era while minimizing the long term hold that legacy core IT suppliers have on them.
MEDICI’s new ‘Open Banking’ report is a detailed analysis of the Open Banking landscape. Read about the evolution of Open Banking, the regulatory landscape, critical factors affecting the implementation of Open Banking, partnerships, market dynamics, and more!
Project deadlines that span a year or two aren’t usually nerve-racking. But, when it means making a significant change to your business strategy, internal systems, and technology infrastructure, it can become a head-scratcher. This is probably where the banks in Australia stand. Banks are figuring their way around it and there’s a lot to learn. Regardless, no one wants to fall victim and everyone wants to conquer open banking
This session is hosted by Finance Edge, sponsors of Open Banking Australia. It covers;
A Reality Check - Where banks stand in their open banking journeys
The Problem Children - What challenges they are facing
The Gold Stars - Critical success factors for a killer open banking strategy
A Whole New World - The potential of an open data world
CapitalX is a corporate strategy and advisory firm, with a specialized focus on innovation and technology.
We use market research and data science to gain perspective on market opportunities and business challenges. These insights allow our clients to de-risk key decisions and execute strategic initiatives with confidence.
Artificial Intelligence using Machine Learning techniques like Churn and Recommender models can help Relationship Managers connect with dormant clients and help recommend stocks and MFs using existing applications via different devices
A study of technical analysis in different sector stocksProjects Kart
A study of technical analysis in different sectors stocks. This study helps us understand the difference between fundamental study and technical study of different sector's stocks. Fundamental analysis is one of the important techniques, which is used to study the future behavior of the stocks. It actually refers to analyses of present and future earning capacity of the stocks based on the analysis of economy, industry and company as a whole there by to determine the intrinsic values of the stocks.
In other words, fundamental analysis is mainly concerned with the determination of intrinsic value of the stocks by analyzing the fundamental factors of economy, industry and company as a whole. The intrinsic value of the stocks represents the real worth or economic value, which is used by the fundamental analysts to identify the under priced and overpriced securities in the market. It means, if the intrinsic value of the stock is more than the market value, it considered as under priced and included in the portfolio. On the other hand, if the intrinsic value of a stock is less then the market value then it is considered as overpriced and excluded from the portfolio.
Thus, fundamental analysis is mainly concerned with the determination of intrinsic value of stocks and based on that intrinsic value investment decisions are taken by the fundamental analysts.
It is another important technique, which is used to predict the future performance of the stocks. It is mainly concerned with the study of historical price movements of the stocks and on its volume of trade in the market to predict the future trend movements of the stocks. However, it does not consider any fundamental factors of the company like earnings, dividends, growth rates etc.
Technical analysis in different sectors stocksProjects Kart
Technical analysis in different sectors stocks. Today investing in financial securities such as shares, debentures, bonds, and other financial securities are considered to be the most profitable investment avenues when compare to other type of investments. However, these financial securities not only ensures higher return but also bears higher risk. Therefore, the combination of these two characteristics in the financial securities has created a challenging task for the investors. Hence with an object of getting success in the investment activity, the investors tries to predict the future behavior of the stocks by using some of the techniques among them the important are: 1. Fundamental analysis and 2. Technical analysis. For more information http://www.projectskart.com/p/contact-us.html
Sentiment-Inspired Absolute Return Investment Solutions
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Converting Market Uncertainty into Hedges that are Paying You Instead of Costing You Money.
As Exchange-Traded-Funds (ETFs) continue their rapid growth with over $3 trillion in assets, what effect will this have on your company’s stock and shareholder base?
Competitive analysis of depositary service provider in nagpurSupa Buoy
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2. Disclosures
◦ Statements about the AnalytixInsight Inc.’s (the “Company” or “ALY”) future expectations and all other
statements in this presentation other than historical facts, are “forward-looking statements” within the
meaning of Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934,
and as that term is defined in the Private Securities Litigation Reform Act of 1995. The Company intends
that such forward-looking statements be subject to the safe harbors created thereby.
◦ The information in this document contains information relating to the Company that is based on the beliefs
of the Company and/or its management, as well as assumptions made by any information currently
available to the Company or its management. When used in this document, the words “anticipate,”
“estimate,” “expect,” “intend,” “plans,” “projects,” and similar expressions, as they relate to the Company
or its management, are intended to identify forward-looking statements. Such statements reflect the
current view of the Company regarding future events and are subject to certain risks, uncertainties and
assumptions, including the risks and uncertainties noted. Should one or more of these risks or
uncertainties materialize, or should underlying assumptions prove to be incorrect, actual results may vary
materially from those described herein as anticipated, believed, estimated, expected, intended or
projected. In each instance, forward-looking information should be considered in light of the accompanying
meaningful cautionary statements herein. Factors that could cause results to differ include, but are not
limited to, successful performance of internal plans, the impact of competitive services and pricing and
general economic risks and uncertainties.
2
4. Market Trends
AnalytixInsight - Artificial
Intelligence, Machine Learning
platform:
◦ 100 billion daily computations
◦ Natural-language processing:
◦ 3,000 reports generated daily
◦ Predictive analytics,
◦ Cloud based, SaaS model.
Robust platform, reliable content
◦ Currently used by stock exchanges,
fund managers and investors for
financial analytics.
◦ Recent acquisition to develop
workflow analytics offerings for the
Field Service Management industry.
4
Top Technology Trends for 2017:
Artificial Intelligence, Machine Learning
(source: Gartner https://tinyurl.com/z9kstvk)
5. CapitalCube.com – finance portal for stocks & ETFs
Insightful analysis on 50,000 publicly traded
stocks & ETFs.
◦ 100% owned by AnalytixInsight, covering:
◦ North American Exchange Traded Funds (ETFs),
◦ Worldwide stocks across 60 stock exchanges.
Content supplier for:
◦ Yahoo Finance, The Wall Street Journal,
◦ Stock exchanges,
◦ Fund managers,
◦ Individual investors.
Freemium pricing model
◦ Basic information for free – advertising
impressions,
◦ US$25/mo for in-depth analysis, predicative
analytics,
◦ US$300/mo for customized peer analysis.
◦ 2 million user sessions monthly.
Content provider for:
5
6. Natural Language Processing
Transforming numerical data into
narratives
Robotically generated content
◦ Comprehensive analysis on 50,000 publicly
traded stocks & ETFs,
◦ Multi-language capable,
◦ Highly customizable,
◦ 3,000 articles published daily,
◦ Report generation for:
◦ Change in technical stock trading patterns,
◦ Earnings analysis,
◦ Graphs, trend charts, and numeric table
display capabilities,
◦ Report generation in PDF file format.
6
7. Predictive Analytics
Predictive Analytics and Forecasting
◦ Dividend Action
◦ 10-point condition test to predict the likelihood of a
dividend cut/increase/initiate.
◦ Share Buyback
◦ Evaluates and forecasts the probability of a share
buyback.
◦ Merger & Acquisition
◦ Analyses the ability of a company to make acquisitions,
or to be acquired within its peer group.
Unique scoring system
◦ Performance scores for: fundamentals,
earnings, dividends,
7
8. Robo-Advisor
Robo-advisor platform matching client risk to ideal
portfolio mix
◦ Higher alphas, since returns are absolute with
minimal fees,
◦ Robust technology to match risk to ideal ETF
exposure,
◦ Frequent rebalancing to maintain desired risk profile,
◦ Regular compliance reporting,
◦ Offerings like Betterment, Schwab etc. match
customer risk to ideal ETF exposure.
AnalytixInsight has capability to provide:
◦ Unique Know-Your-Client system to evaluate
customer’s risk profile,
◦ Modern Portfolio Theory used for creating risk-return
frontier,
◦ Unique portfolio generation, ETFs and Stocks,
◦ Regular rebalancing for maintaining exposure,
◦ Tax loss harvesting services,
◦ Entitlement benefits tied to platform,
◦ Regular compliance reporting feature embedded.
8
✓ Fundamental analysis of over 50,000
stocks worldwide
✓ Unique scores to capture essence of
analysis
✓ Specialized screening tools to comb
universe of stocks and ETFs
✓ Technical Analysis and Charting
✓ Matching and regular rebalancing
9. Marketwall – Fintech mobile app
Marketwall – Finance app for mobile users
◦ Combines real-time stock trading data and
CapitalCube company analytics,
◦ Integrated into Intesa Sanpaolo’s “MarketHub”.
◦ FinTech company based in Milan, Italy,
◦ Founded in 2014 by AnalytixInsight Inc.
Samsung Global Partner
◦ Preloaded on the Samsung
Note 4 Edge in Spain,
◦ Available to 10m users though device partners
Samsung, NetRange and MiiA,
Marketwall – Potential Spinout:
◦ 49% owned by AnalytixInsight Inc.
◦ Potential to become a publicly-traded FinTech
company,
◦ Comparables:
◦ iTrade, Scottrade, etc.
9
www.marketwallcorporate.com
10. Marketwall – Intesa Sanpaolo partnership
Intesa Sanpaolo
◦ Intesa Sanpaolo is Italy’s largest retail bank
with over 4,000 branches and a market
capitalization of €40 billion,
Marketwall is providing:
◦ Custom version of the app for Intesa
Sanpaolo’s 8 million stock-trading clients, to
be rolled out in Q3, 2017,
◦ Stock trading services integrated to the
banking platform in six countries where the
partnership is exclusive - Italy, Slovakia,
Slovenia, Croatia, Hungary and Serbia.
10
www.marketwallcorporate.com
11. Workflow Analytics – new industry vertical
Euclides Technology Inc.
◦ Expert system integrators in Field Service
Management (FSM) industry,
◦ Subsidiary of AnalytixInsight Inc., based in
Cambridge MA.
◦ Platform to develop workflow analytics
solutions for the Field Service Management
industry
Proven track-record of providing expert
services to large global corporations,
◦ Retail, utilities, insurance, security,
telecommunications, and manufacturing
organizations with large fleet operations.
Deep industry experience
◦ In-depth knowledge of the entire ClickSoftware
Service Optimization Suite and verticals,
◦ Over 75 ClickSoftware system implementations.
11
www.euclidestech.com
Touching over 100,000 field
service personnel worldwide
12. Management Team & Board of Directors
12
Prakash Hariharan
Chairman, CEO
• Formerly one of Canada’s leading portfolio managers at Front Street Capital focusing on technology and
growth related investments
• Spent time at Dominion Bond Rating Services, analyzing and rating structured investment products
• Holds a Financial Engineering degree from York University as well as an MBA from the Schulich School of
Business and an undergraduate degree in Chemical Engineering
Chaith Kondragunta
Managing Director
• Former CEO of Stern Stewart Europe Ltd., and the CEO and founder of Stern Stewart India
• Frequently written and spoken on corporate performance and analysis with The Economist Group, CNBC,
Bloomberg TV and Euromoney
• Holds a Masters in Computer Engineering from the University of California, San Diego and an MBA from
Carnegie Mellon University
Jith Veeravalli
Independent Director
• Currently President and CEO of Gencor Pacific – global bio-nutrients manufacturing firm with several
commercialized bio nutrients
• Founded Gencor Pacific in 1999
• Holds advanced degrees, including an MBA from University of Toronto.
Michael Frank
Independent Director
• President of Mifran Consulting focusing on strategic planning and business development for emerging
companies
• Was the Chief Executive Officer of Sprylogics International Corporation., a software company focused on
semantic and local search and also served as a consultant until March 2014
• Was Executive Vice President of Hutchison Avenue Software, one of the first real-time online stock quote
platforms, where he was instrumental in the sale of the company to Intuit Corporation
Catherine Stretch
Independent Director
• Currently works as the Chief Commercial officer of Aguia Resources – an ASX listed company with
phosphate assets in Brazil
• Also serves as the Managing Director of DT Plantations Limited, a 40,000 hectare palm oil plantation under
development in southern Philippines.
• Previously, was a partner and the Chief Operating Officer of a Canadian investment firm which had $1
billion in assets under management
• Currently sits on the Board of Directors and chairs the Audit Committee of Emerita Resources, a TSX-
Venture listed company developing various mineral assets in Spain; and, Irati Energy LLC
13. Stock Information
Trading symbol ALY : TSX-Venture
Capital Structure
◦ Shares O/S: 64 m
◦ Warrants: 13 m ($0.20- $0.35)
◦ Options: 4 m ($0.19 - $0.75)
◦ Management & Insiders ~ 16m shares (25%)
◦ Market cap: ~ $15m
Latest financing:
◦ $2.6M (March 2017)
Financial Information:
13
Revenue (Cad $thousands) Year
2016
Year
2015
Q1
2017
Q1
2016
AnalytixInsight $ 1,075 $ 454 $ 334 $ 195
Euclides Technologies
(illustrative, Euclides was acquired March 2017)
$ 5,400
Marketwall
(illustrative, 49% owned, revenues are not
consolidated in AnalytixInsight financial statements)
$ 1,704 $ 570 $ 778 $ 295