how fintech reshapes the asset management & trading industry - fintech circle keynote by susanne...
TRANSCRIPT
Susanne Chishti
CEO FINTECH Circle & Chairman of FINTECH Circle Innovate
Finance Magnates – Nov 2015
How FINTECH reshapes the
Asset Management & Trading Industry?
p2
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
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
Followers
7,000
GROUP
MEMBERS
TOP 16
GLOBAL
FINTECH
BRAND
© FINTECH CIRCLE 2015
p4
FINTECH Taxonomy
The Future of Financial Services – 11 Clusters
© FINTECH CIRCLE 2015
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
p5
Segment Analysis – Wealth & Asset Management
© FINTECH CIRCLE 2015
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
p6
AlgoDynamix - Deep Data Portfolio Risk Solutions for Asset Managers
© FINTECH CIRCLE 2015
• 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.
p7
FINTECH Players Case Studies – AlgoDynamix
© FINTECH CIRCLE 2015
p8
Obsidian FundBinder- Investor Relations Cloud Platform for Fund Managers
© FINTECH CIRCLE 2015
• 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.
p9
FINTECH Players Case Studies – Obsidian Solutions
© FINTECH CIRCLE 2015
p10
FINTECH Players Case Studies – Established FINTECH Firm
© FINTECH CIRCLE 2015
• 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
p11
FINTECH Players Case Studies – Established FINTECH Firm
© FINTECH CIRCLE 2015
• 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
© FINTECH CIRCLE 2015
Source: Deal Index, 2015
p13
1st Globally Crowdsourced Book on FINTECH
© FINTECH CIRCLE 2015
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
© FINTECH CIRCLE 2015
“First they ignore you, then they
laugh at you, then they fight you,
then you win”
Mahatma Gandhi
p15
Susanne Chishti – Contact Details
© FINTECH CIRCLE 2015
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