RE-ENGINEER YOUR BUSINESS MODEL

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2 RE-ENGINEER YOUR BUSINESS MODEL AROUND THE CONNECTED CUSTOMER #hybridcustomerjourney

3 MOVE FORWARD AND UNLOCK YOUR BUSINESS GROWTH 01 GIVE YOUR CLIENTS A SUPERIOR DIGITAL WEALTH EXPERIENCE Today s increasingly digital investors expect online technology that not only cuts costs, but also improves the user experience. A torrent of next-generation investors and a growing number of older investors are attracted to self-service robo-advisors, which are disrupting the value chain of traditional advisory firms. These investors want access to advisors on their own terms and demand self-service capabilities accessible through multiple devices. In order to respond to the digital engagement challenge, firms should re-engineer their business models around the connected customer, delivering a superior digital wealth experience.

4 ENGAGE ALONG THE DESIRE OF THE END CLIENT IT S ALL ABOUT CUSTOMER EXPERIENCE 02 Conectus is your best answer to the demands of today s increasingly digital investors. Conectus is the omnichannel, omni-device user experience platform designed specifically for the wealth and investment services segment, built for digital engagement and collaboration between client and advisor. Thanks to a lean portal with a widget-based framework, focusing on front-end and user interaction, Conectus gives advisors and clients a complete digital customer experience.

5 03 DISCOVER HOW TO MATCH YOUR NEEDS COMMUNICATIONS & REPORTING SELF-DIRECTED INVESTMENT PROSPECT & CLIENT ENGAGEMENT HYBRID ADVISORY Check investments and receive alerts anywhere, anytime Overview of clients portfolios and alerts on their activities Ad-hoc reporting and investment communications Interaction between client and firm across all channels and devices via video-chat and co-browsing Self-directed investment toolset that matches the best e-commerce customer experience Trade securities, invest in funds Invest via periodic plans Manage cash Get in touch with the firm with messages or video-chat Investor self-profiling of risk and investment attitude Onboarding clients via CRM integration Digital signing of contracts Social Media monitoring to identify client life events Investor resources, market reports Online self-directed or hybrid advisory Define goals and simulate investment scenarios Invest in goals and periodically re-align investment strategy Monitor progress of investments Client-advisor collaboration scenarios

6 04 A RICH DIGITAL FEATURE SET The platform delivers game-changing capabilities to investment firms and their clients CONNECT TO CLIENTS AND THEIR DIGITAL LIFESTYLE Empower clients to take the active role they expect in the advisory and investment process Support their decisions with the appropriate knowledge tools and transactional capabilities

7 ENABLE CLIENT-ADVISOR COLLABORATION Enable clients, advisors and the firm to engage in online or asynchronous collaboration Increase information sharing in a secure, fully compliant environment Extend contact options with video, chat, document sharing, agenda and co-browsing MAXIMISE THE USER EXPERIENCE Enhance the client experience at every level through personalised navigation of customizable pages, widgets and properties Take the all-encompassing user experience further with context-awareness and real-time behaviour analytics QUICKLY ENABLE HYBRID OR SELF-DIRECTED SERVICE MODELS Enable pure online or mixed advisory business models Layer on innovative online services that allow a closed-loop advisory process Accelerate system setup with our library of ready-to-use widgets ORCHESTRATE EFFICIENT FRONT-TO-BACK PROCESSES Cover the complete spectrum of advisory and investment activities across the front and back office Facilitate plug-in connectivity to vertical and horizontal application components Automate time-consuming activities using business process management technology and give relationship managers more face time with clients SUPPORT ANY DEPLOYMENT OPTION Deliver the desired experience on any brand of mobile device and format via Apple, Android or Windows operating systems Deploy widgets in the Conectus container or embed them in third-party client-facing applications and horizontal portals

8 05 KEY BENEFITS Omnichannel, omni-device platform delivering a differentiated wealth experience Digital engagement and interactive collaboration tools Advanced personalisation per user role and device type, client specific workflow and look and feel Continuous user experience, hybrid/native development, device-specific capabilities Future-proof proposition and productdriven approach with a functional and technology roadmap Guaranteed integration to Objectway products and horizontal or vertical third party applications

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10 ABOUT SMART COMPANIES CHOOSE OBJECTWAY FOR THEIR BUSINESS Founded in 1990, Objectway Group is a leading provider of investment management and digital software solutions to the worldwide financial services industry. Our omni-channel, omni-device software platform supports the rapidly advancing digital revolution within the wealth and investment management segment. Under the direction of CEO and founder Luigi Marciano, Objectway has seen steady growth since its inception, both organically and through strategic acquisitions, with revenues topping 60 million euros in fiscal year Our awarding-winning platform is the trusted choice of leading wealth and investment firms across the globe from EMEA to Canada to Central America. From offices in Italy, Belgium, South Africa and the UK, Objectway s roughly 500 employees support more than 100,000 investment professionals in 15 countries, who manage more than one trillion euros in wealth. For more than 25 years, we ve kept our focus on a single vision: combining advanced technology with a deep understanding of business needs to help our clients reshape their wealth management services.

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