Gambit is a 100% digital robo-advisor that provides financial advisory algorithms and personalized investment portfolios for clients. It was founded in 2007 and has 50 employees across 4 countries. Gambit uses profiling and questionnaires to develop investment proposals and themes for clients, and communicates through chat and push notifications. The presentation outlines 5 lessons for B2B sales: know your market and competition; stand out from others; challenge customers with new insights; choose partners strategically; and take action rather than just planning.

1. TECH STARTUP DAY
March 9th 2017

2. 100% Digital Robo-advisor Guided Journey
Fintech
Who Is Gambit?
Founded in
2007
6
have chosen our advisory algorithms
Financial
institutions50
employees
4
Countries
Academic
background

3. Advice
Proposals based on customer profile
and objectives
Alerts & newsfeed
Push notifications: Personalized
advices and/or general news
Multi-Portfolio
Multi-portfolio
Virtual portfolios
Onboarding
100% Digital
KYC and MifiD compliant profiling
Themes
Sustainable, SME, real-estate,
etc.
Communication
Chat
Track user activity
A glimpse of Birdee
Start to invest Keep Investing

4. B2B Sales : 5 lessons learned
And how to act upon them
Start Acting
It’s not only planning
Choose the right
partner
Or get eaten
Challenge
Or be Challenged
Stand out
Or remain seated
Know Your
Market
Or stay home

5. • Markets you know
• Language and culture
• Leverage on existing customers!
• Size per segment
• Which segment is the most relevant?
• Competition and their USPs
• Information is everywhere
• Participate to events
• Talk to potential partners
• Talk to consultants
• Have a look at the regulator
Know Your Market
1 You are not at home

6. • USP: What makes you really unique
• Can be different per market
• Can be different per segment
• Determine your elevator pitch
• Determine “perfect customer”
• Segmentation
Stand Out
You are not alone2

7. • Companies are looking for people that can learn
the something
• Bring new insights
• Counter the “we are different argument”
Challenge
Your Customer, not just yourself3

8. • Limit the cost of go-to-market
• Need of local presence
• Find complementary business
• Integrator
• Platform with business gaps
• Consultant
• Be strategic to your partner
• Honest remuneration
• Have support of the CEO
Choose the right partner
4 They can be the key to a new market

9. • Your time is limited  target
• Be strategic, but also opportunistic
• Don’t be afraid to change strategy
Start acting
Planning is only 10% of the work5

10. Let’s stay in touch!
@GambitFinance GambitFinance info@gambit-finance.comGAMBIT Financial Solutions
Start Acting
It’s not only planning
Choose the right
partner
Or get eaten
Challenge
Or be Challenged
Stand out
Or remain seated
Know Your
Market
Or stay home