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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”
“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
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12,000
16,000
20,000
Q1 '16 Q2' 16 Q3 '16 Q4 '16 Q1 '17 Q2 '17 Q3 '17
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
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
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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Disclaimer
Limitation of Liability
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― This presentation is subject to German Copyright Law. Any reprography, adaptation, circulation as well as any other form of utilization beyond the borders of the copyright law requires the permission of Elinvar.
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