how fintech reshapes the asset management & trading industry - fintech circle keynote by susanne...

Susanne Chishti

CEO FINTECH Circle & Chairman of FINTECH Circle Innovate

Finance Magnates – Nov 2015

How FINTECH reshapes the

Asset Management & Trading Industry?

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FINTECH CIRCLE - OVERVIEW

Europe’s 1st Angel Network focused on FINTECH investments

Educational FINTECH Events & largest FINTECH Networking Group on Linked In with 7,000 members

FINTECH Advisory & Corporate Venturing - Supporting financial services organizations with their FINTECH strategy

Customized FINTECH Tours for C-level execs

2 day FINTECH Tours for international fintech startups to London to learn about London’s ecosystem

http://www.fintechtours.com/

First crowdsourced book on the global fintech sector – more than 160 authors submitted 180 abstracts from 27 countries

http://www.thefintechbook.com/

© FINTECH CIRCLE 2015



http://www.thefintechbook.com/

p3

FINTECH CIRCLE – Helping to Grow your FINTECH Business

>150

STARTUPS

SCREENED

24 STARTUPS

INTRODUCED

TO INVESTORS

LONDON BASED

& GLOBAL

OUTLOOK

Network

Of 80

FINTECH

investors

RAISING

UP TO

£500K

>6,000

TWITTER

Followers

7,000

LINKEDIN

GROUP

MEMBERS

TOP 16

GLOBAL

FINTECH

BRAND


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FINTECH Taxonomy

The Future of Financial Services – 11 Clusters


Disruption is not an „event‟

It is continuous pressure to innovate

Innovation cluster

exerting pressure on

existing business models

Six Themes of innovation across all clusters

1 Streamlined infrastructures

2 Automation of high-value activities

3 Reduced intermediation

4 The strategic role of data

5 Niche specialised products

6 Customer empowerment

Source: WEF – The Future of Financial Services, 2015

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Segment Analysis – Wealth & Asset Management


o Social Trading

o Robo-Advisory

o Algorithmic Trading

o Advanced Analytics

o Capability Sharing

o Cloud Computing

o Open Source IT

Traditional core processes are being replaced

by independent, flexible cloud solutions

Disruptive Trends

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AlgoDynamix - Deep Data Portfolio Risk Solutions for Asset Managers


• Value Proposition: The deep data algorithms detect anomalies in the financial markets and

anticipate price movements hours (or days) in advance of the event.

• Product Features: Web interface, Excel add on and API for direct integration.

• Why is it special? Unlike competitive solutions, our real time analysis does not rely on

historical data or previous disruptive events.

Target Customer Segment:

• Smaller asset and wealth managers with AuM below £ 2 Billion, used for real time portfolio

monitoring.

• Tier 1 and tier 2 investment banks and other financial institutions used for credit line

monitoring and mitigation in case of systemic risks.

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FINTECH Players Case Studies – AlgoDynamix


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Obsidian FundBinder- Investor Relations Cloud Platform for Fund Managers


• Value Proposition: Obsidian FundBinder democratises investor relations technology, so

all fund managers can cut costs, grow revenue, and minimize errors through automation

previously only available to the very largest funds.

• Product Features: Automated complex reports, interactive internal/external user

dashboards, automated key analytics & secure file repository.

• Why is it special? Flexibility & Accessibility: The flexible plugin framework allows our

clients to experience quick deployment and select the features that suit their needs.

Accessible: Obsidian FundBinder works on any device and in any language.

• Target Customer Segment: fund managers under £3B AUM.

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FINTECH Players Case Studies – Obsidian Solutions


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FINTECH Players Case Studies – Established FINTECH Firm


• Value Proposition: Create the bond information network that enables all market

participants to securely and intelligently harness data to make valuable financial trading

connections

• Product Features: The Honeycomb Network allows investment firms to see which dealer

is best placed to facilitate illiquid corporate bond trades without disturbing the markets

and having the price move against them.

• Why is it special? Algomi has won the “Most Innovative Trading Product/Service”

category, for the second consecutive year, at this year’s Financial News Awards in

Trading & Technology. 140 buy-side firms have committed to Algomi’s Honeycomb

network globally. Algomi is live or being installed in 14 banks.

• Target Customer Segment: Salespeople, traders and investors on buy & sell-side

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FINTECH Players Case Studies – Established FINTECH Firm


• Value Proposition: Global Leader in Social Trading – 4.5 million of traders

who discovered smarter investing by automatically copying the leading traders.

• Product Features: eToro is the first global market place for people to trade currencies,

commodities, indices and CFD stocks online in a simple & transparent way.

• Why is it special?

The World's Largest Social Investment Network, simply to follow and copy top traders.

• Target Customer Segment:

Individual traders globally, 4.5 mio users in 170 countries, active trading community.

p12

FINTECH – Digital Investing Landscape


Source: Deal Index, 2015

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1st Globally Crowdsourced Book on FINTECH


Published by Wiley in Feb 2016

• Globally crowdsourced &

crowd-voted

• Helps to understand both

the “big” picture plus

latest FINTECH trends

• Top FINTECH Authors

• Sign up online – global

Book Launch Parties

p14

The Future of Banking will be FINTECH


“First they ignore you, then they

laugh at you, then they fight you,

then you win”

Mahatma Gandhi

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Susanne Chishti – Contact Details


CEO & Founder of FINTECH Circle (incl FINTECH Tours to London)

Chairman of FINTECH Circle Innovate

Co-Founder The Fintech Book

@SusanneChishti

@FINTECHCircle

www.FINTECHCircle.com

@FINTECHTours

www.FINTECHTours.com

@FTCInnovate

www.FINTECHCircleInnovate.com

@TheFINTECHBook

www.TheFINTECHBook.com