STORYTELLER INTRO March 2021 - 1 WEALTHTECH AS A SERVICE - FintechVisor
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STORYTELLER INTRO March 2021 1WEALTHTECH AS A SERVICE
TRADITIONAL REPORTS OFTEN MISS THE MARK
Spreadsheet-style
All about data & information
Limited personalisation
Usually print-based
2 WEALTHTECH AS A SERVICE
StoryTeller Turn portfolio performance reporting into a 21st-century experience
HIGHLY-PERSONALIZED AND ENGAGING
POWERFUL ANALYSIS & INSIGHTS
PERFORMANCE ATTRIBUTION EXPLAINED IN HUMAN LANGUAGE
ESG PERFORMANCE & FORWARD-LOOKING SCENARIO ANALYSIS
REACH OUT FOR MORE INFORMATION
INVESTSUITE MANAGEMENT TEAM
BART VANHAEREN LAURENT SORBER TIM SMITH JONATHAN GANE
CEO / C O -F OUNDER CTO/ C O -F OUNDER MD A SIA P ACIFIC C HIEF S ALES O FFICER
Founder and CEO of Bolero, Managing Founding Data Scientist at KBC’s group- Former Senior Executive Westpac Former Head of BD Abaka, Managing
Director and Board Member KBC wide data science lab, Ph.D. Private Bank, Former Director of Director TP ICAP, CEO & Co-Chief
Securities Mathematical Engineering,Summa cum Institutional Banking, Westpac Investment O cer at Fort Rock Asset
laude; M.Sc. Mathematical Engineering Institutional Bank Singapore, 25+ years Management LCC, MD Société Générale
Corporate Finance, Banking and Wealth
Management
SARA DEPRET WIM VANHAEREN CHRIS EICHHORN
EMMANUEL WILDIERS
COO C HIEF P RODUCT & H EAD OF BD H EAD OF R&D
C REATIVE
Expert In developing organisations, Founder & Former Chief Creative O cer Board member and head of operations & Senior Quantitative Equity Portfolio
Managing Director at KBC Shared of Kunstmaan | Accenture Interactive, risk functions Opel Bank India & Poland , Manager at Schroders, Head Portfolio
Services Organisation • 20 year Managing Director Accenture Interactive, Member of the Board & Head of Construction at KBC Asset Management
experience in banking & ICT Member of Creative Council Accenture Corporate O ce KBC Consumer Finance , Head Quantitative Equity Strategies at
Interactive EALA KBC Asset Management
9 WEALTHTECH AS A SERVICE
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OUR DIFFERENTIATOR - WIDE RANGE OF DEEP SKILL SETS UNDER ONE ROOF
BANKING & QUANT / AI / MACHINE DIGITAL PRODUCT DESIGN, BRANDING,
INVESTMENT LEARNING DEVELOPMENT MARKETING
More than half of our employees A very strong team of PHD level A very experienced team that has Front-end developers, designers,
worked at a nancial institution. quants who have worked at the built multiple digital products for a human insight experts, brand
• Co-founder & CEO Bart was CEO & best data science labs and asset broad range of nancial specialists and (digital) marketeers
board member at KBC Securities. management rms. Algorithms institutions including insurance who used to work together with
• MD Asia Paci c Tim Smith was power our products and provide companies, retail banks, multi-disciplinary teams for nance
Senior Executive at Westpac the investment banks, online brokers, brands. This gives us the
Private bank. family o ces, crowdfunding opportunity to build the InvestSuite
• COO Sara Depret & Head BD Chris platforms. brand and advise clients how to
Eichhorn worked for KBC group successfully launch our solutions.
10 WEALTHTECH AS A SERVICE
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fi2019
FINTECH100
Leading Global InvestSuite was recognised
Fintech Innovators
as one of the world’s most
innovative solution InvestSuite has been included InvestSuite, had been
providers in WealthTech100 in the Financial NewTech accepted into Intel’s
in 2020 and 2021. Watchlist 2020. prestigious “AI-Builders”
InvestSuite is listed in the ecosystem.
‘Fintech100’ report which The WealthTech100 is an annual list This is an initiative launched by
compiles a list of the best of one hundred of the most innovative Capgemini & Efma and powered by The ecosystem represents some of
fintech innovators from technology solution providers for FinTechVisor, with the aim to select the world’s leading independent
around the world. asset managers, private banks and the best financial NewTech solutions software vendors and fintechs,
financial advisors. It is chosen by a and the most exciting collaborative system integrators and financial
The Fintech100 highlights truly panel of industry experts and projects between new technologies institutions. The two companies will
innovative companies, creating analysts. Those who were selected firms and financial institutions.The work together through Intel’s
products and services at the juncture were picked from a list of over 1,200 watchlist has been compiled by a technical enablement program to
of technology and financial services companies produced by FinTech selection committee composed of optimise InvestSuite’s algorithms
who are seeking to disrupt the existing Global, which is a specialist research Efma and Capgemini experts and and artificial intelligence framework
processes and products that dominate firm working with market leaders in includes 100 B2B fintech start-ups on Intel’s 3 rd generation scalable
the marketplace. the financial technology industry. and scale-ups worldwide. CPUs.
11 WEALTHTECH AS A SERVICEWe help financial institutions realise their
digital wealth transformation journeys
12 WEALTHTECH AS A SERVICEThank you
DISCLAIMER
Chris Eichhorn
Business Development The information contained within this document relates
chris.eichhorn@investsuite.com to Investsuite N.V. information, products and services.
+48 601 900 015 This information is confidential and no part may be reproduced
or reused for any commercial purposes whatsoever without the
Mathieu De Baets prior written consent of Investsuite. While all reasonable attempts
Product manager StoryTeller have been made to ensure the accuracy, completeness and
mathieu.debaets@investsuite.com reliability of the content, all information is provided ‘as is’ and is
based on the information provided by you. There is no guarantee as
to the completeness, accuracy, timeliness or results obtained from
the use of this information and Investsuite will not be responsible
and cannot be held liable for any decision made
WWW.INVESTSUITE.COM or action taken in reliance of such information.
@INVESTSUITE
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