1. SafeAlpha Analytics Wealth Management
20135 Milano (Mi)
(+39) (+39)
Mail:
Website: safealphaanalytics.com

2. Business Idea Sector: financial technologies (Fin-Tech)
Summary of the idea: using artificial intelligence in the field of "Big Data Analytics" and "Wealth Management“
Purpose: the initiative allows access also to non-expert users to operate in the capital market, improving their performances.
Value proposition:
Financial Advisory: Investment portfolios; robo- advisor; analysis and research on the financial markets; Trading Systems.
ICT Advisory: smart data; data collection; data management; data visualization; algorithms and softwares development; Digital lending (among companies)
Corporate Advisory: risk management; internationalization; listing on the stock markets; tax planning.

3. Key factors of innovation
Machine learning and deep learning (AI) algorithms
Innovative investment strategies
Robo-advisory
Investment risks reduction
Goal-Based Investing strategy
Augmented reality visualizations

4. Competitive Edge Proprietary Algorithms
Investment strategies for improving the performance/risk ratio
Ease of integration with other platforms
Outsourcing of the service with cost reductions for the staff of the client
«Mixed» advisory: Chat bot (AI) and Face-to-Face
Fees reduction
Training programs tailor made
Daily reports
Unit Cost Averaging Plans (Piani di accumulo di capitale - PAC)

5. Business model REVENUE STREAMS Portfolios management fees
Portfolios performance fees
Data management services fees
Corporate advisory services fees
Financial markets analysis and portfolio changes fees
Fees for the Artificial intelligence applications in the real estate valuation and digital lending fields
Software development (lease)

6. GO TO MARKET Services Mix Distribution channels Segments Financial
Direct link Banks
Banks,
SGR,
SIM
Indirect link Agencies IT
Indirect link Companies
Corporate
Direct link Companies
GROUPS
Advisory
Online Services
Internationalization
Business: Companies and financial advisors networks
Direct link PA
Listing
Community Platforms
Big Data
Digital marketing
The challenge:
Modular management of content and multi-channel distribution

7. Sector Analysis
Competitors in Italy (Wealth Management sector): boutiques with assets of 1 billion to 5 billion are 44 and hold 108 billion (12.4%). While the 94 smaller operators, or those with assets up to 1 billion, have a total of just over 37 billion, 4.3%. «Compared to 2016, the weight of the big players decreases and that of operators with assets of less than 10 billion decreases» (Source: /). Main competitors: Moneyfarm; Nutmeg; AdviseOnly; Robo4advisor.
Driver growth: The expected average annual growth of global HNWI client assets (with assets exceeding 1 million euro) up to 2025 is 6%, from the current 59 thousand billion euro to 101 thousand billion euro. In particular, in Western Europe the expected growth is 4%, in Eastern Europe by 9% (Source: McKinsey & Company's Global Wealth Pools database 2017)
In Italy, 56% of the large companies surveyed have already started Artificial Intelligence projects, compared to around 70% in France and Germany. (Source: Artificial Intelligence Observatory of the Milan Polytechnic)
Artificial Intelligence could double the growth rate of developed economies (including Italy) by 2035 and increase labor productivity in increments of up to 40%. (Source: Accenture Technology Vision 2017)

8. Organogram B of D Technical Area Finance Corporate Management Area
Administration

9. Marketing and web marketing
Investments
Assets
Annual costs
€ (.000)
One-time Cost 1° year
Company constitution 3
Robo advisor
150
1000
R&D 50
Web Portal and App 5 25
Marketing and web marketing
100
300
Patents and licenses 10
Furniture
Hardware and Sw
Data Provider

10. Financial projections
Services
N° Clients
(range)
Revenues
2018
(in €.)
2019
2020
Financials
5 - 8
,00
,00
Corporate
,00
,00
Big Data
5 - 12
75.000,00
,00
,00

11. Thanks for Your attention