Fintech Product for Gen Y & Gen Z - Robo Advisor - iPad Version Screens Plus the proposal deck with workflows and Use cases

1. Fintech Product Proposal
INNOVATION| Beyondiris

2. April 26th , 2016
BeyondIris
confidential

3. Retail Banking – the changing landscape

4. Banks & BeyondIris - how ? - the strategy

5. Who is BeyondIris ? & it’s Vision
Who is BeyondIris ?
'BeyondIris' is a Fintech startup. BeyondIris is focused on building trusted bridges between
the banking Clients and the bank’s GenX customers. BeyondIris leverages creative and
effective solutions rooted in Social media, Nano learning, Gamification, Behavioral
psychology, Rewards and Achievement.
Vision ?
Our vision is to build trust laden bridges between banks and it’s customers, create a
platform which fulfills customers financial and insurance needs in one easy to use
eCommerce platform.
confidential

6. Status
1
4 IP’s to be filed
Use cases
identified
MVP [Hybrid of [Customer
Acquisition ] + [Retention of
existing customers
Identify specific
problem
Solutions Design_v1
Insights from
influencers & potential
partners in the
Financial vertical - WIP
Customer &
Client value
confidential

7. Value Proposition Internal Stakeholders Ext. Stakeholders
Acquire new
customers + millennial’s
Marketing acquisition + C-Level + Finance Investors, Customers
Retention of existing
customers
Marketing retention + C-Level + Finance Investors, Customers
Build /Elevate brand value
& trust with millennial’s
Brand marketing + Customer Insights +
Customer Insights + Public relations +
MarComm
Earned P/R + Investors +
Earned influencers +
Customers
Push trust up in the funnel Brand + Digital + Mobile marketing + C-Level Investors, C- Level
Win millennial’s, w/tailored
exciting new experiences
Customer experience + Customer Insights +
Info. tech + Digital + Mobile marketing
Earned P/R , Customers
Earned influencers
Uptick in NPS score Cust. Insights + Cust. Experience + C- Level Investors + Earned P/R
Altruism as a brand
extension
Corporate responsibility Earned influencers - global
Customers
Δ in changing bus. model Commited C- Level team & cascading to org Investors, customers
Value Proposition & Stakeholders
confidential

8. Plan for Retirement - Use Case
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9. Save for a home down payment -Use Case
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10. L
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11. P
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12. h
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13. h
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14. Influencers support the case -
Banking 2016: Next-generation banking’ s – page 3
Banks need to respond to multiple pressures
IDC Predicts CMOs Will Drive $32.3B In Marketing Technology Spending By 2018
Regulatory pressures: the case for learning – page 16
Retail Banking 2020