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Presenter Profile:

How they describe themselves: additiv develops and implements digital innovations and business models for financial services providers. With the powerful platform additiv DFS (Digital Finance Suite) financial services providers can digitize their client offering, automate customer-related processes in the areas of front and midoffice (examples: robo assisted digital wealth management solutions like self directed robo advice platforms with various degree of complexity, holistic and highly sophisticated private banking solution, etc.). additiv DFS builds on the existing core banking system, allowing a rapid go-to-market of innovative digital solutions in the areas of private banking, retail banking, consumer finance and portfolio and asset management.

How they describe their product/innovation: The “Descartes” digital asset management platform launched by “Descartes Finance” enables demanding self-directed investors to implement individualized portfolios based on sophisticated portfolio allocation and optimization methods. Descartes clients (the targeted customer segments are sophisticated private investors, family offices and institutional investors) get access to a holistic advisory and portfolio management approach. The Descartes offer is supported by cooperations and corresponding technical integration with several tier 1 banks. The solution is set up on the comprehensive additiv Digital Finance Suite.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions, licensed

Contacts:

Bus. Dev. & Press: Markus Kleiner, Head Bus. Dev. & Alliance Mgt.

Sales: Michael Stemmle, CEO & Founder, Manuel Thomet, Head of Consulting, Loïc Pitrou, APAC Director, & Oliver Steeg, Head Private Banking