LEAFLET - Investment Distribution V5

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Investment Distribution • Shorter time-to-market; bring multiple investment products to market • Improve customer satisfaction by recommending investment opportunities matched to the customer's profile • Increase transaction volume; scale digital distribution of investment products by direct-selling or by adding distributors to the same platform • Gather and analyse the financial health data of the customers to provide relevant recommendation • Reduce IT costs and optimize distribution costs • Mitigate non-compliant risk by easily adapting to the KYC/KYB rules as and when they evolve Customer knowledge and automated scoring (individual and legal investor) Monitoring of subscriptions and portfolio performance Personalization of the subscription steps Direct subscription or assisted with the help of a wealth management advisor Automated verification of customer data and documents Rest API to interface internal and external tools. K E Y F E AT U R ES B E N E F I T S Increasing customer's affinity for seamless digital buying or subscription experience is only accelerated by the COVID-19 Pandemic. Customers demand relevant content in relation to what they are doing, in the format they desire and on the device of their choice. According to research by RFi Group, the financial services insights provider, 71 per cent of consumers globally are now using digital banking channels weekly – a 3 per cent year on year increase. M A R K E T A N D CO N S U M E R P R ES S U R ES To gain competitive advantage and build customer loyalty is key: • Offer a personalized experience • Enable seamless subscription journey for the customer with close collaboration between physical and digital channel • Listen to the customers by analysing the 360° view of their financial health and offer them innovative investment opportunities W H AT CA N YO U D O A turnkey and customizable platform for the online distribution of your investment products A white-label platform to amplify the reach of investment products at no code and low cost

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