Discover how you can create new finance leads as a mortgage broker through new personal finance platform Monefly. Go to: www.monefly.com to sign up free today.

1. Audio has not commenced yet, we
will begin at the scheduled time.

2. Webinar: Using Monefly to
create new finance leads

3. To enable personal financial health
and wealth to be understood,
managed and continuously
improved, in collaboration with
professional advisors
Monefly’s purpose

4. Presenter
Logan Horstead
Head of Sales
• 10 years in property,
business development and
sales type roles.
• Heavily focused on
building wealth through
property.
• Started my role with
Monefly prior to launch.
• Main objec@ve is to build a
prosperous experience for
both our personal and
professional users.

5. Leadership Team
David Hows
Managing Director
• 30+ years business
growth & leadership
experience.
• Media, property &
digital SaaS
experience.
• Founded ASX listed
property investment
start-up ASX:REV
• Partnerships, sales &
marke@ng specialty.
Murray Lees
Chairman
• 30+ years of experience
in the finance and
financial services sector.
• Built highly successful
mortgage broking
business from ground up.
• Built Connec@ve
mortgage aggregator
business aRrac@ng 25%
investment from
Macquarie.
Justin Davey
Exec. Director
• 17+ years in IT
Industry
• Enterprise & SaaS
start-up experience
• Digital development,
technology and
pla[orm integra@on
skills & experience.
• Sales, partnerships &
channel specialty

6. Why do we exist?
212%
Household debt
as % of disposable
income
16m
Credit cards
(208b debt)
7m
Have no savings
(28%)
48%
Expect to run out
of money in
re@rement
Lots of
data, no
intelligence

7. Target markets
Consumers Professionals

8. It’s about building your personal
balance sheet
Poor Middle class Wealthy

9. We can educate consumers
about financial literacy,
but without the right tools
and habits, little will change

10. That’s where Monefly helps consumers

11. • Delivers a real-+me view of
financial health and wealth.
• Integrated bank, credit card,
demographic, property,
share and credit score data.
• Set and track goals against
financial milestones.
• Select and engage with
professionals.
• Build knowledge with
educa+onal resources.
The personal solution
Accounts
Loans
Property
Shares
Assets

12. Monitor assets, investments & liabilities

13. Manage income & expenses

14. A personal balance sheet in real time

15. Invite their advisors and build a team

16. Monefly helps professionals

17. Financial services pain points
>10%
Email open rates
dropping.
Marke@ng keeps
changing
Cost
pressure
Pressure to
digi@se and
outsource to
drive down costs
Aging
models
Value of
tradi@onal
business models
declining
Relationships
in decline
Consumers have
less @me for
inefficient
professionals
$300+
Average cost of
new customer for
financial services
firms
Incomplete
client data
Clients
churning from
lack of
personalised
aRen@on

18. • Professionals can see clients
financial posi@on in real @me
• Generate new sales
opportuni@es.
• Profiling, marke@ng, lead
genera@on and engagement
tools.
• Finance applica@ons can be
lodged digitally with brokers.
• Shared encrypted documents
and digital signing.
Professional advisors solution
Data Analysis
Peer Compare
Credit Score
Knowledge Tools
Professionals
Paperless

19. Sign up, it’s free

20. Monefly broker solutions
Free membership;
• Accept client invites
• Connect via client workspace
• Real @me client financial profiles
• Shared encrypted documents
• Content publishing
• Professional profile
• Social media integra@on

21. Easy to invite your clients

22. Database security
We understand the need to protect your
database, Monefly will;
• Not market to your clients if they don’t join
• Tag your clients to you if they do
• Tag your clients if you invite them and they
join without using the invite you sent them
• Not show other professionals that conflict
with your profession, IE – if you’re a broker,
your clients won’t see other brokers on the
professional directory

23. Simple sign up page

24. Easy way to view your clients

25. What you usually know

26. Clients won’t share financial
information unless there is a
benefit for them.
Monefly gives them that reason.

27. Clients can add other details

28. Clients can add accounts

29. New depth of data to view

30. Use the digital workspace

31. Dive into any available data

32. Check equity & cash flow

33. Check other loans for new opportunities

34. Check Assets

35. Create opportunities

36. Smart lists

37. Create targeted lead lists

38. We understand security
• Monefly uses Yodlee for transac@on data,
Yodlee has more than 70 million users
worldwide and incorporates bank level
security
• We use our own algorithm for property
value data, this is not externally sourced
• All data is securely stored on our servers
• Data is not sent to any third par@es
• Clients have full control over what data they
want to share with their professional
network

39. Read more on our site
www.monefly.com/au/security/

40. Market

41. Distribute

42. Sell

43. Outcomes
Consumers will significantly improve
their financial results
Professionals will build stronger
relationships and better businesses

44. Monefly generates new business

45. Investment advisors gain real time
client insights, document sharing and
a communication platform to better
manage their clients financial
activities and position.
Monefly for Investment Advisors

46. Monefly broker solutions
Free membership;
• Accept client invites
• Connect via client workspace
• Real @me client financial profiles
• Shared encrypted documents
• Content publishing
• Professional profile
• Social media integra@on
Paid membership adds;
• Invite all clients to Monefly
• Broker CRM and finance
applica@on integra@on
• Digital e-signing
• Digital ID verifica@on
• NewsleRer automa@on
• Client financial insights and
wealthographic segmenta@on
• Tes@monials and reviews
• Professional directory
exclusivity and marke@ng
tools.
• Property, shares & car data

47. Professional subscriptions
Monthly Membership* Individual
(1-4) p.p.
Enterprise
(5+) p.p.
Free membership $0 $0
Blue membership $80 $50
Pla@num membership $178 $110
* +GST

51. Key points for paid VS free
• Greater depth of client data with access to
wealthographic segmenta@on, target the
right people, beRer your conversion
• Ability to elect what professional types
your clients can view
• Your clients can lodge applica@ons direct
into your CRM
• Clients can review and rate you which is
visible to other users

52. Keys to success
1. Trust - Build trust by delivering
excep@onal value & security
2. Automa+on - AI and automa@on
that delivers financial results
3. Simplicity - easy to use, no user
data maintenance required

53. The competition
Features Monefly My
Prosperity
Pocket
Book
Money
Brilliant
Money
Soft
Bank / debt data Free Paid Free Free Paid
Budge@ng / planning tools Free Free Free Free Free
Real estate / car value data Free Paid ý ý Paid
Share market data Free Free ý ý ý
Credit Scores Free ý ý ý ý
Financial literacy training Free ý ý ý ý
Peer compare data Free ý ý ý ý
Mortgage broker integra@on Free ý ý ý ý
Professional workspace tools Free ý ý ý ý
Encrypted file sharing /
signing
Paid Paid ý ý ý
Advisor lead genera@on Paid ý ý ý ý
Advisor marke@ng tools Paid ý ý ý ý

54. Ecosystem focused platform
Consumers
Professionals
Data, tools, AI and
engagement
Robo-advice
Banking &
Payments
Information P2P

55. Growth forecasts
1,187
3,747
7,496
11,780
18,142
0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
18,000
20,000
FY18 FY19 FY20 FY21 FY22
Professional Subscribers
41,296
106,268
205,674
321,462
495,343
0
100,000
200,000
300,000
400,000
500,000
600,000
FY18 FY19 FY20 FY21 FY22
Consumer Members

56. Initial partners
Consumers
Key Media 300k
Posi@ve Real Estate
80k
Knowledge Source
120k
Anne Street Partners
4k
Connec@ve 2m
Advisors
Key Media 15k
Accountants and
Financial Planners
Connec@ve 3k
Mortgage
Aggregators – Aussie,
AFG, Smartline,
Mortgage Choice

57. Opportunity for you
Database
monetisation
Database
engagement
Paid
membership
Lead gen from
Monefly
membership
Use Monefly to
deepen database
profiling
Create
opportuni+es
Use Monefly for
current clients
Deepen
engagement, sell
solu+ons

58. Plus database enrichment upside
• Advisors connected to clients
– BeRer reten@on and more sales
• Integrate financial data-points into CRM’s
– Segment high value clients / customise workflows
– Reduce email list churn
– Higher conversion into new sales opportuni@es
through beRer targe@ng

59. It’s rocket science...

60. Where to from here?
• Advisor
– Set up advisor membership/s
– Advisor/s start invi@ng clients to access deep
data
• Your audience
– Begin communica@on via the pla[orm
– Build your audience through the professional
lis@ng

61. • Create opportunities
– Use Smart lists
– Iden@fy poten@al clients
• Sell
– Reach out, have a meaningful conversa@on
– Present solu@ons, assist your client in their
journey to create financial freedom
Where to from here?

62. Poll: Would you like our
engagement team to assist
with set up?

63. Sign up free!
www.monefly.com

64. Q&A
Session