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Moxie has developed a cloud-based financial services platform that allows real-time connections to millions of users on mobile, tablet, and PC. They have raised $300,000 in seed funding and are pursuing patents and trademarks. Their goal is to generate $100 million in revenue in 2018 and $1 billion overall by simplifying wealth management for the 1 billion consumer market. They are seeking $2 million in Series A funding to expand their product range and run marketing campaigns to boost monthly income five-fold.
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Robo advisory, cryptocurrency, and chatbots are transforming the financial services industry through automation, artificial intelligence, and digital innovation. Incumbent financial firms recognize the need to partner with fintech companies and adopt these new technologies to remain competitive. Robo advisors provide automated, low-cost investment management services with minimal human interaction. Cryptocurrency has emerged as a new digital asset class. Chatbots are being used to deliver personalized customer service and support through conversational interfaces. These trends will continue to disrupt traditional financial models and require adaptation from existing players.
SC_ITO Pitchbook_v12
Standard Chartered is embarking on a journey to shape the future of banking through innovation, efficiency, and automation. The bank is introducing global platforms and machine learning to lead technological change rather than be led by it. The Information Technology and Operations (ITO) department is strongly aligned with business partners to deliver this change through a bimodal approach of Agile and increasing innovation. ITO is focused on returns, effectiveness, efficiency, compliance and security as financial services become increasingly technology-led.
Standard Chartered Bank Information Technology and Operations
Standard Chartered is embarking on a journey to shape the future of banking through innovation, efficiency, and automation. The bank is introducing global platforms and machine learning to lead technological change rather than be led by it. The Information Technology and Operations (ITO) department is strongly aligned with business partners to deliver this change through a bimodal approach of Agile and increasing innovation. ITO is focused on returns, effectiveness, efficiency, compliance and security as financial services become increasingly technology-led.
Cognizant Mobility myBank Brochure
Cognizant’s out-of-the-box retail banking framework has been developed in partnership with IBM on their Worklight platform.
opentext-digital-world-infographic-en
OpenText provides digital solutions and enterprise information management software for organizations to manage their content, processes, information, suppliers, customers and digital transformations. Their suite of cloud, on-premises and hybrid products are used by over 100 million users at 100,000 organizations, including 90% of Fortune 500 companies. OpenText has over 8,000 employees operating out of 120 offices worldwide, with 37 data centers managing over 16 billion transactions annually for over $1.9 billion in revenue.
Standard Chartered Bank
Standard Chartered is embarking on a journey to shape the future of banking through technology innovation and automation. The bank is introducing global platforms and machine learning to work seamlessly across borders. The Information Technology and Operations team is strongly aligned with business partners to deliver a record level of investment in a multi-year technology program using agile and increasing innovation approaches. The technology strategy aims to drive greater returns and effectiveness while maintaining efficiency, compliance, and security.
SC_ITO Pitchbook_v11
Standard Chartered is embarking on a journey to shape the future of banking through technology innovation and automation. The bank is introducing global platforms and machine learning to work seamlessly across borders. The Information Technology and Operations team is strongly aligned with business partners to deliver a record level of investment in a multi-year technology program using agile and increasing innovation approaches. The goal is to lead technological change in banking rather than be led by it.
Australian Payments Network - Digital Identity
Around the world a range of private and public sector organisations are focused on digital identity as a means of delivering secure and convenient services on line.
On 25 July 2017, AusPayNet hosted a visit from TD bank in Canada to learn first-hand about the opportunities and challenges inherent in rolling out a nationwide, cross-sector digital identity framework.
Speakers at the event were:
* Chuck Hounsell, Senior Vice President Payments, TD Bank
* Andre Boysen, Chief Identity Officer, SecureKey
* David G.W. Birch, Author and Consultant
Cyber international,Nepal
Cyber International's mission is to provide trusted, supportive and quality software development services to clients and view their partnership as a strategic driver for clients' success. When they take on a project, they take stewardship of the project with the client as the director to ensure the product meets the client's business objectives, which is their vision of success.
Cyber international,Nepal
Cyber International's mission is to provide trusted, supportive and quality software development services to clients and view their partnership as a strategic driver for clients' success. When taking on a project, Cyber International takes stewardship of the project with the client as the director to ensure the product meets the client's business objectives, which is their vision of success.
ig_3years_en
Imperious Group is a venture capital firm based in the US, Israel, and Eastern Europe that invests in startups in areas like advertising, e-commerce, SaaS, mobile products, online education, and financial services. The document provides details on Imperious Group's investments from 2013 to 2015, including portfolio breakdown by country, category, and stage. It also outlines some of the firm's top investments and partnerships with companies like Amazon Web Services, PayPal, and Facebook.
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Investor pitch
- 2. Milestones ❖ Platform developed ❖ $300,000 raised in seed round ❖ Patent pending – Business process ❖ Patent pending – Technology IP Moxie Wealth Simplified ❖ $100 Million revenue 2018 ❖ $1 Billion our goal ❖ $2M Series A – March 2017 ❖ Trademarks pending
- 3. $3.8 Trillion Global Market $110 Billion M&A’s Per Year Moxie Wealth Simplified 1 Billion Consumer Market
- 4. Moxie Wealth Simplified Features Moxie Benchmark A Benchmark B Benchmark C True real time – connecting millions Insurance and Investment capabilities 100% Cloud-based and IoT ready Mobile / Tablet / PC interfaces Security – Financial Services Standards Competitive Market Analysis
- 5. Key Advisors We use international companies – expanding expertise and resources Moxie Wealth Simplified
- 6. $2 Million target Series A (Equity with interest component) Moxie Wealth Simplified Use of Funds ❖ Increase income from $50K to $250K per month in 2018 ❖ Expand product range from life insurance and funeral cover to complete holistic range ❖ Refine user interface to full financial planning capabilities (Already started) ❖ Run mass marketing campaign to millions of consumers directly (Ready to go)
- 7. Why hasn’t this been done? Moxie Wealth Simplified ❖ Outdated legacy systems: Established insurance companies have complex methodologies based on old thought processes. ❖ Turn around of legacy systems complicated and highly costly ❖ Unable to connect to millions in true real time.
- 8. The Solution! Moxie Wealth Simplified ❖ Capable of processing millions of concurrent transactions from millions of users with unparalleled efficiency and cost ❖ Deliver an omni-channel customer experience ❖ Cloud based and paperless - no infrastructure required ❖ Real time insight, independent on number of users and transactions
- 9. The Team Moxie Wealth Simplified We come from Momentum, Old Mutual, Sanlam, Sage, BDO International, Ernst & Young, we are acquainted with financial services and digital marketing in Africa and Asia. It is not only our individual capacity that makes us a strong team, our unity is the catalyst.
- 10. Thank you! Moxie Wealth Simplified “Your big opportunity may be right where you are now” Napoleon Hill www.moxiewealth.co.za stephan@moxiewealth.co.za