Digitalization of Wealth Management – why a fancy … · Digitalization of Wealth Management –...
Transcript of Digitalization of Wealth Management – why a fancy … · Digitalization of Wealth Management –...
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Digitalization of Wealth Management – why a fancy frontend is not enough Chris Bartz, Finance 2.0, November 14, 2017
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>500k results for “robo advisor”
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“In today’s digital era, investors judge investment providers not just against their financial peers but against technology leaders like Google, Apple, and Amazon.”
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John Marcante, CIO, Vanguard
Creating customer value is essential
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From “mobile first”, now voice is gaining significant momentum – and Google already proclaimed “AI first”
Adaptability is key Third party Alexa skills globally
Customer Intelligence Research Partners, own updates
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4,000
8,000
12,000
16,000
20,000
Q1 '16 Q2' 16 Q3 '16 Q4 '16 Q1 '17 Q2 '17 Q3 '17
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Microservices architecture
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Elinvar – the digital B2B2C platform ü Comprehensive
ü Fully licensed
ü Customized
ü Plug & play
ü Proprietary tech
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M.M.Warburg & CO already live with new offering utilizing Elinvar’s platform
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Uniquely designed for B2B2C the platform covers the complete value chain & ensures third party connectivity to enable Elinvar’s partners
Asset & Wealth Managers - Brand - Expertise & content
Elinvar platform - State-of-the-art
UI and UX - Comprehensive &
customized - Proprietary
microservices architecture
Investor Portal
…
Reporting, incl. invoicing
Portfolio Management
Contract & acc. opening
Mapping to indiv. strategy
Indiv. risk assessment
Responsive access
Voice access …
…
Customer front-end
Research
ID provider
Market data
CustodianBanks
…
End customers
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Uniquely designed for B2B2C the platform covers the complete value chain & ensures third party connectivity to enable Elinvar’s partners
Asset & Wealth Managers - Brand - Expertise & content
Elinvar platform - State-of-the-art
UI and UX - Comprehensive &
customized - Proprietary
microservices architecture
Investor Portal
…
Reporting, incl. invoicing
Portfolio Management
Contract & acc. opening
Mapping to indiv. strategy
Indiv. risk assessment
Responsive access
Voice access …
…
Customer front-end
Research
ID provider
Market data
CustodianBanks
…
End customers
More than a fancy frontend
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The three founders...
Elinvar
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Sebastian Böttner Dr. Marco Neuhaus Chris Bartz
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47 Languages incl. Code ;-)
12 Nationalities
70% Tech
Tech driven and focused on excellence
Elinvar – the team
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Growing Elinvar to become the digital platform for asset & wealth managers serving all client groups
B2B2 institutional increase efficiency in serving institutional clients
B2B2 semi-professional serving semi-professionals like foundations
B2B2C HNW serving (ultra) high-net worth individuals
B2B2C affluent / HENRYs serving the affluent market of private individuals with
high income & growing wealth
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The best solutions arise through partnership
M: +49 170 211 8019 E: [email protected] T: @chbartz
Chris Bartz CEO & Co-Founder
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