Your Fintech Partner for Robo-Advisory

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Presentation transcript:

Your Fintech Partner for Robo-Advisory New markets (ANZ, EU, US) New partnerships (Finacle) B2B2C (Robosaver)

Your Fintech solution partner for Robo-Advisory What we do Bambu is a B2B Robo-Advisor firm offering financial and non-financial firms the ability to integrate and benefit from the shift in digital wealth. Your Fintech solution partner for Robo-Advisory

Our Clients Global Asset Manager (NDA) smaller font size background (lighten or darker) align words

Our Traction US$1M US$430K First Winner Alumni Finalist Funds Raised In Revenue First Robo Advisor platform launched in Singapore Winner Best Early Stage Startup at FinTech Finals 2017 Alumni SuperCharger 2.0 Accelerator Program Finalist Jumpstarter 2017 by Alibaba Entrepreneurs Fund

USD75tn 44x 87% 43% The Opportunity Total Asia AUM Projected Robo AUM Projected Market Size in 2020 Source: BCG 2016 43% Source: Ernst & Young 2016 of surveyed investors in APAC Likelihood to Open Robo-Advisory Account Projected Robo AUM Source: CEB TowerGroup 2016 87% of surveyed global wealth management firms are concerned Robo-Advisory Threat 44x increase from 2015-2020 Source: AT Kearney 2015 7

MATURE WEST EAST EARLY GLOBAL OPPORTUNITY UNREGULATED can go anywhere EXECUTION we’re growing the fastest Time to take center stage in GLOBAL market EARLY 9

How Bambu is Different Our unfair advantage Powered by proprietary intelligent algorithms and Neural Networks Goal-based Investing produces valuable data about users lives Strategic Partnerships with DriveWealth and Thomson Reuters

Intelligent Advisor Empowering your Relationship Managers with Big Data Offers a unified view of the Market and House View Recommends relevant Investment Ideas for Client Portfolios Business Partner: Market leader in news, data and information for professional and financial markets

White-Label Robo Full-stack Robo-Advisor integrated to your backend for custody & execution One-click Financial Planner, Digital Onboarding, Account Health Checks and Admin Analytics Extensions for Chatbot, KYC Automation, Aggregation Offered directly to clients as a white-label solution Direct from: Our in-house Investment, Design and Integration teams will configure your Robo

Robo-In-A-Box Full-stack platform for any company looking to offer Robo-Advisory to clients One-click Financial Planner, Digital Onboarding, Account Health Checks and Admin Analytics Licensed to onboard clients in 140+ countries worldwide for U.S. listed investment products Business Partner: Leading B2B2C brokerage in the world with 400+ end customers 18

Our end-to-end Services

Bambu Platform ADVISOR UI Whitelabel CUSTOMER UI Whitelabel ADMIN UI Website USERS REST API (Microsoft .NET) RISK PORTFOLIOS ACCOUNTS REBALANCE ONBOARDING BACKEND BAMBU ENGINE (Python) PREDICTIVE MODELING FINANCIAL PLANNING PEOPLE LIKE ME OWNERSHIP REST/FIX/BATCH API Customer INTEGRATION EXECUTION CRM DATA FEEDS Bambu