birdee @ april meetup 04/13/2017

DIGITALIZE YOUR BANK

Forget your products

Ignore your clients

www.birdeeinstitutional.com

Kodak in good company

It’s NOT the Product

It’s NOT even the Customer

It’s the Experience

Have you made my life … easier ?

… ligther ?

… more satisfactory ?

Branch banking is on its way back…

… BUT ITS NOT DEAD1

Average visits per year

BNP: 2.4

ING: 4

KBC: 3

Argenta: 4-6

Belfius: 3-4

* De Tijd, Netto, 8/10/2016

FinansNorge, Swedbank

60%The decline in average # of visits per customer per year to European

bank branches in the last 10 years

Mobile banking is not new…

… BUT SOME SERVICES ARE LACKING BEHIND2

Digital Interaction with the bank

FR: 72%

NL: 89%

EU: 68%

* De Tijd, Accenture 2016

Many Challenges

2 Solutions

• Advisor - client relationship

• Off-line and on-line

• Implementation, integration, change management, training, etc.

Guided Journey

1

An Improved Service

• Stand-alone product for inclusion

• Full autonomy

• A complete client journey and experience

100% Digital Journey

2A New Service

PORTFOLIOTwo birds

B2C Solution

Retail clients

UX = key focus

Launch : today

B2B2C Solution

Modular

Fully Integrated

Retail and Private Banking

Launched : 2016

PORTFOLIO

So…. What’s it like?

Show me the money.

Birdee

Dashboard360° overview of client portfolios, tasks and advices

Advice validationCan validate a proposal prepared by an advisor

Alerts & NewsfeedPush notifications: Personalized advices and/or general news

Onboarding ProcessIncluding MiFID profiling and KYC

100% online

My PortfoliosClient portfolio analysis

Investment goal monitoring

CommunicationCustomer communication platform

Track and filter live customer data

Investment ThemesReconnect with your money

Sustainable

developmen

t

European

SMEs

Real estate

And of course… also on mobile

Bio-tech

PORTFOLIO

Thank you

@birdee_cowww.birdee-institutional.com info@birdee.coBirdee