birdee @ april meetup 04/13/2017
TRANSCRIPT
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
