1. Access to financial information and advice by
connecting people for a personal decision Access to financial
information and
connecting people
for a personal
decision

2.  People aren’t knowledgeable about basic
financial information
 People aren’t aware of the appropriate
person to talk to for their financial
questions
 Investment managers and firms lack an
efficient way to inform and connect with
consumers about selecting the right person
 There is no reliable reference tool in the
app store to find financial professionals and
institutions close to them
The Problem

3. The Solution For
Consumers
 Comprehensive Financial
information in one web and mobile
solution
Decision support tree that
facilitates actionable decisions
Our solution is an answer to the
problem that the app stores lack a
comprehensive reference tool
By including self help tools we
enable consumers to be engaged
with the app

4. The Solution For Financial
Professionals
 An effective mobile and
Web marketing solution
 Drives quality leads to
your desk and company
Adding a personal aspect
to a personal decision

5.  Demystify common financial
terms and situations
 Decision support/decision tree
which offers simple, digestible,
content
 Comprehensive advisor
Information and profiles
 Cross platform advertising with
iPhone®, Android™, Palm®,
BlackBerry®, Web, Mobile
Consumer to advisor
navigation in app

6. Investment Savvy Marketing Solution
For consumers:
 Comprehensive investment information in one app/web location
 Facilitates actionable decisions
Demystifies financial content
Allows a connection with potential investment manager
For Investment Management providers:
 An effective mobile and web marketing solution
 Drives quality leads to your desk
Personalized messages and ability to highlight other marketing venues such
as forums or speaking events

7. Featured Listing
 Educate potential clients about yourself and
company
 Show people advisor information that most
fits your needs and goals
 Stand out among your competitors
 Consumer based referral via text or email
 Request appointment with prepopulated list
of questions
 Choose from existing templates or design
your own listing
 Utilize tag lines to advertise other marketing
avenues ie: speeches, networking events,
etc…

8. Request Appointment and Referrals
 Allows people to request an
appointment before making a
definitive decision
 Populates a set list of questions
the advisor wants to know
before meeting
 Saves time and improves
communication level
 Increases potential clientele
volume and satisfaction
 Helps keep inquiries in network

9. Personal Financial Tools
 Investment Savvy users can
email existing information to
advisors when needed
 Get prospect financial
information quickly in an easy-
to-read format
 Store certain tools,
calculators, articles, and
advisor contact info in a
central location

10.  A web presence
with .mobi version
 Utilize SEO to
enhance usage and
mobile downloads
 20 million people
have searched
“how to invest” on
Google in 1 month
Website

11. Turnkey mobile solution
Drive quality leads to your
company employees
Position your company as a
primary resource across
different disciplines
Provide convenient access to
appointments and referrals
Key Benefits
Stand above your competitors
 Making a personal connection
for a personal decision:
Interact with people educated
about costs and potential
complications

12.  Individual Advisors:
$5000 per year
 Exclusivity: Depends
on company and
location
 Early adopter prices
Pricing

13. Market Trends

14.  Wow!
 52% of investors say they would interact with financial advisors on social media…but only 4% do. (econsultancy)
 7 in 10 financial advisors are already using social networks for business purposes. (FTI Consulting/ LinkedIn)
 More than half of financial advisors expect social media to play a significant role in their marketing efforts in 2013 — this represents an 80% increase
year-over-year. (FTI Consulting/LinkedIn)
 The ‘how to’ video category is the fastest growing vertical on YouTube (Bullas)
 At the rate social media is growing, 25.8% of the world’s population will use a social network at least once per month in 2014 (FTI Consulting/LinkedIn)
 How are financial advisors currently using social media? (FTI Consulting/LinkedIn)
 Affluence
 5 million affluent investors use social media to research final decisions (Business Insider)
 26% of ultra-high-net-worth investors use the professional-focused social networking site. (Northern Trust)
 Facebook
 More than 56% of consumers say they are more likely to recommend a brand after “liking” it on Facebook. (Millionaire Corner)
 78% of consumers trust peer recommendations (Socialnomics)
 Only 14% trust advertisements (Socialnomics)
 Of advisors that use Facebook, the majority of them say they use it to enhance current client relationships. (FTI Consulting/LinkedIn)
 58% of Fortune 500 Companies have a corporate Facebook page (Viral Blog)
 350 million plus users suffer from “Facebook addiction syndrome” (Bullas)
 LinkedIn
 40% of LinkedIn users among financial customers earned an annual income of more than $100K. (Northern Trust)
 Of Advisors who prospected on LinkedIn, 62% cultivated new prospects. Of those who were successful, 32% gained over $1 million in new assets.
(econsultancy/LinkedIn)
 Of advisors that use LinkedIn, 71% use it to make professional connections. (FTI Consulting/LinkedIn)
 More than 3 in 5 advisors who have leveraged LinkedIn to cultivate client prospects in the past year have successfully gained new clients as a result (FTI
Consulting/LinkedIn)
 Those who are gaining clients on LinkedIn are bringing in big business: Nearly a third have gained $1 million or more in assets under management, while
12% have gained $5 million or more (FTI Consulting/LinkedIn)
 Boomers and Young Investors
 In the United States, there are an estimated 270 million internet users and one third of them are from the baby boomer generation (AARP).
 Younger investors are likely to view a financial advisor in a negative light if he/she does not have a social media presence. (Spectrem)
Mind Blowing Social Media Statistics

15.  In 2007, the app industry didn’t exist. It took nine months to reach 1 billion apps
downloaded. By year’s end, two billion apps will be downloaded—every week.
 In 2012, now more than half of Americans now own smartphones
 While most apps are free or very low-cost to consumers, they are making real economic
contributions. The apps economy has created at least 500,000 U.S. jobs and will grow
from a $25 billion marketplace this year to $46 billion in 2016.
 The average mobile American has more than 100 apps on their smartphone—and spends,
on average, 127 minutes a day using them.
 Apple sold more mobile devices this year than they’ve sold computers ever.
 Mobile data usage doubled in 2012 and over 50% of all mobile data is video.
 The U.S. leads the world in next-generation mobile.
 NASA’s Mars Rover checked-in on Foursquare from Mars.
Application & Smartphone Growth!

16. There are 299,867 series 6 & 7 certified financial advisors in
the US. 48% of those are licensed in multiple states.
10% market share = 29,987 licensed brokers
29,987 brokers x $5,000 = $149,935,000 (annual revenue)
5% market share = 14,993 licensed brokers
14,993 brokers x $5,000 = $74,966,750 (annual revenue)
Note: This does not include accountants, mortgage brokers, tax
specialists or other financial professions.
Market Size and Projections

17. Technology:
- Finalize the website and mobile applications
- Implement a backend analytics tool which can be used
by the financial professionals to monitor traffic that is
generated
Marketing:
- Launch in Colorado with mainly search engine
optimization
Personnel:
- Scott will work full time for a minimal salary
Allocation of Funds

18.  Knowledge: Scott and Vibi have extensive experience in the mobile application space
and similar business models
 Commitment: We built the website and app ourselves with limited resources and our
own capital
 Industry Experience: Scott’s dad is a financial advisor who will serve on the Advisory
Board along with Jonathan White who was a VP at Credit Suisse before leaving and
working as the VP of Business Development for iTriage
 Complimentary Skill Sets: We have worked together for a year and Scott has a sales and
business background & Vibi brings technology, marketing & management expertise.
 Competition: There is no direct competition in the app store. First to market.
Why Invest In Us?

19.  Raise about $400k for equity
 Spend on marketing and product development
Launch in Colorado initially
Combination of online and app store approaches
to reach our target audience
Scott will work full time
Investment Savvy Funding
Philosophy: Minimal investors will result in minimal complications while maximizing the growth potential