Introducing
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OUR SOLUTION
Scores: platform-based credit given when the customer performs certain actions.
Benefits
The customer can choose when to spend it.
Levels increase with the accumulation of score.
Benefit
Level
Score
DIY MODULE
INVESTMENT FACTORY
- Webinars (Held by group investors)
- One-to-One services
ADVISOR (R.I.A.) PARTNERSHIP
Retired Executive
Low
66 years old
Risk Averse
Low
He worked as the COO of a company. He has made a fortune working in an automotive company.
Sustain his savings
Short-medium
Web Developer
High
22 years old
Medium-High Risk Propensity
High
A Tech-Savvy guy who works at a MNC. He wants to start investing and trusts technology will be the future.
Growth Investing
Long-term
Influencing Factors
4
Risk Capacity
Flexibility in bearing losses
Liquidity Need
3
Withdrawal Horizon
Risk
Risk Tolerance
2
Willingness to take risk
1
Risk Aversion
Perception Distortion
4
Retirement Program
Current Retirement Savings
Presentation of Scenario Analysis Tool
Aggressive Portfolio
3
Family Situation (optional)
Ambitions
Personal Estate Plan
Family Members
Future Prospective
Financial Planning
2
Zero in expense budget
Debt management & Insurance expenses
Income tax situation
1
Income & Worth Statement
Regular Cash Inflow
Net Worth Statement
Defensive Portfolio
4
Investor experience
Learning
3
Preferences about investment strategy
2
Principles of portfolio management
Davide
1
Knowledge on Financial Securities
Moderate Portfolio
Customized Portfolio
Risk-averse
&
Long-term oriented
Davide
Customer's Journey
Indicators presentation
Dashboard definition
Analysis and Planning
AI builds customer profile through learning.
It will rely contents and dashboard characteristics according to customer's cognitive processes.
Extraordinary Events
Initial Portfolio Building
Personal Ambitions Reformulation
Portfolio Restructuring
Risk validation
Product selection
Validation
Scenarios and other
analysis tools
Programming:
Portfolio Monitoring
Bot identifies emotional overtaking.
Defusing through communication and scenarios implication.
Learning path strictly entwined with customer profile, it leads to investing consistency at the cost of losing benefits.
Rebalancing
Planning
Customer’s option in
rebalancing
Customer's issue identification and operational support
Risk & Objective Validation
Is our solution suitable for the current market?
Robo Advisory is the future of the market.
Major External Trends that influence our business
1. Government's plans toward increase of Financial Literacy among nations
2. Economic crisis, Negative effect on customers trust, Customers become self directed
3. Trends toward choosing financial assets, OECD fact
4. Demographics Shift: Millenials and Women presence
5. Lack of Brand Loyalty
- Robo Advisory Platform offering best investment portfolio according to your lifetime goals
- Two way learning based information flow:
1) know the customers better
2) learn about the financial markets and managing own portfolio
- Different service packages offers, interchangeable through the investment journey
CASH FLOWS:
WACC 10%
NPV 15,714 €
PAYBACK 4.378 YEARS
IRR 10.35%