FINTECH | ARTIFICIAL INTELLIGENCE | WORKFORCE OPTIMIZATION INVESTOR PRESENTATION JUNE 2020 AnalytixInsight.com
Disclosures Statements about the AnalytixInsight Inc.’s (the “Company” or “ALY”) future expectations and all other statements in this presentation other than historical facts, are “forward-looking statements” within the meaning of applicable Canadian securities legislation, Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934, and as that term is defined in the Private Securities Litigation Reform Act of 1995. The Company intends that such forward-looking statements be subject to the safe harbors created thereby. The information in this document contains information relating to the Company that is based on the beliefs of the Company and/or its management, as well as assumptions made by any information currently available to the Company or its management. When used in this document, the words “anticipate,” “estimate,” “expect,” “intend,” “plans,” “projects,” and similar expressions, as they relate to the Company or its management, are intended to identify forward-looking statements. Such statements reflect the current view of the Company regarding future events and are subject to certain risks, uncertainties and assumptions, including the risks and uncertainties noted. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove to be incorrect, actual results may vary materially from those described herein as anticipated, believed, estimated, expected, intended or projected. In each instance, forward- looking information should be considered in light of the accompanying meaningful cautionary statements herein. Factors that could cause results to differ include, but are not limited to, successful performance of internal plans, the impact of competitive services and pricing and general economic risks and uncertainties. The Company does not undertake to update any forward-looking information, except in accordance with applicable securities laws. Unless required to be updated pursuant to securities laws, these statements speak only as of the date of this presentation. 2
Strategic Corporate Initiatives Finan ancial al Analytics FinTech J Joint Venture Fundamental Analysis Online Financial Brokerage 50,000 Stocks Smart-device apps Robo-advisor Stock-trading News & Research AI & & M Machi hine ne Learni ning ng 100B daily computations Machine-created content Workforce O Optimization Future I Initiatives Data Analytics Industries utilizing big Workforce Management data (e.g. Sports, Software Integration Healthcare) 3
Strategic Shifts in Financial Brokerage Industry Today ANALYTICS & RESEARCH TRADING COSTS & APPS AI & Machine Learning Low-Cost Trading • Enables computations on large data sets, • Increased frequency of trading, • Enables insightful financial analysis on large • Online brokerage firms increasing in scale. popularity. MiFID II Regulations Mobile Trading Apps • Unbundling of trading fees and research costs, • Emergence of FinTech stock-trading • Analyst coverage on small & midcap applications, • Reduced barrier to entry for individual companies is depleted. Industry Transactions investors. Industry Transactions • Oct 2018, Refinitiv - $20B spinout from • Robinhood is valued at $7.6B, Thomson Reuters as world-leading financial • Charles Schwab buys TD Ameritrade for $26B, markets data provider. • Aug 2019, London Stock Exchange to buy • Morgan Stanley acquires E-Trade for $13B. Refinitiv for $27B. 4
Financial Analytics 50,000 Stocks & ETFs Artificial Intelligence Machine Learning 5
Artificial Intelligence for Investors 100 Billion on Dai aily C Com omputati tions 50,000 Companies Stock Screening Worldwide Peer-based Proprietary Performance Performance Comparisons Scores 6
Artificial Intelligence for Investors Natural Language Generation Translating data into narratives Analysis Reports Earnings, Dividend, Fundamental Analysis, Pre-revenue & more Predictive Analytics & Forecasting Dividend action, share buy-back, M&A predictions Customers Institutions, stock exchanges, individual investors (subscriber model) 7
The Growing Thirst for Financial Data London Stock Exchange to buy Refinitiv for US$27B Refinitiv: • The former Financial & Risk business of Thomson Reuters • Formed Oct 1 st , 2018, with Blackstone in a US$20B transaction, as one of the world’s largest providers of financial markets data and infrastructure • Refinitiv is actively “investing in content coverage, AI and analytics” $27B 40,000 190 “The deal between the London exchange’s parent company and Refinitiv shows how Valuation Institutions Countries financial data has emerged as a big avenue for (LSE Bid) growth in the trading industry.” AnalytixInsight has an AI-driven Research Distribution Aug 2019, New York Times Agreement with Refinitiv: • May 2018 – Entered into AI-driven research distribution initiative for research reports on Thomson One & Eikon terminals • June 2019 – Expanded coverage for an additional 3,000 companies 8
Robo-Advisor Developed Robo-Advisor • Expect to commercially deploy to clients and Robo-Advisor Assets Under Management money managers in the future Worldwide Platform matching client risk to ideal portfolio 9 8.1 8 mix: $8 Trillion 7 • Based on Modern Portfolio Theory (Harry $ Trillion (USD) 6 Under Markowitz) 5 management 4 • Matching risk to ideal ETF exposure (2020) 4 • Statistical modelling, regression analysis and 3 1.5 correlation coefficient 2 0.6 • 1 Automatic rebalancing to maintain desired risk 0.2 0.1 0 profile 2015 2016 2017 2018 2019 2020 Year Source: Statista 2018 9
FinTech Stock-Trading Mobile Apps Online Brokerage 10
MarketWall – FinTech Solutions Ownership MarketWall FinTech company, founded in 2014 by ─ AnalytixInsight Inc. 49% AnalytixInsight Inc., headquartered in Milan, Italy ─ Intesa Sanpaolo 33% ─ 2 branch offices ─ MarketWall Employees 18% ─ 45 employees Online Brokerage GlobalMarket MarketWall.com “InvestoPro” App Investo App Research Portal 11
MarketWall.com – Market Data & News Portal 2 million views monthly across all digital channels Multi-device (TV, PC, Mobile & Wearables) Custom Video & Financial Content MarketWall curates financial research reports, economic analysis and financial video content News Feed Live, global financial news feeds Stocks & real-time quotes EU & US Stocks, bonds, options, commodities, currencies Industry Partner – Samsung Electronics MarketWall pre-loaded on Samsung devices - including Smart TVs 12
GlobalMarket – Trading & Research Platform GlobalMarket – Progressive Web Application • Developed by MarketWall for Morningstar (Europe) • Offers analyst research and stock-trading in one common enterprise digital platform Used by 4,000 • Marketed and sold by Morningstar • Has been installed by a leading bank in Western Professional Europe for their approx. 4,000 professional users traders Disrupting legacy stock-trading and data information systems • Real-time and market data instruments • Equity data & research by Morningstar • Trading by MarketWall http://globalmarket.cloud/index.html 13
Intesa Sanpaolo – Joint Venture Partner Intesa Sanpaolo - Leading bank in Europe 27 th 10M +20M 3.7K Customers Customers in 40 Branches in Largest bank by countries using digital Italy assets apps Italy’s First Digital Bank • Announced investment of €2.8 Billion over 3 years to increase digitized business to 70% • Strong user adoption of mobile apps • 6M customers using Intesa Sanpaolo App MarketWall’s strategic shareholder (33%) 14
Intesa Sanpaolo Stock-Trading App “Investo” stock-trading app • Integrated within Intesa Sanpaolo’s “App Constellation”, which was ranked top 4 th app in Europe ( Forrester Digital Wave), • Developed by MarketWall. Stock-trading and financial information app • Allows customers to trade securities in a simple, fast Buy & sell and informed way, securities News • Stock quotes and fundamental analysis of +50,000 financial instruments, news and multimedia content, • Successfully launched Q4 2018. Market Hub: Intesa Sanpaolo’s Stock-Trading Platform • Executes 80,000 trade orders per day on average for the bank’s digital channel customers. Trading reports Markets & Quotes Watchlist 15
MarketWall’s Business Evolution Brokerage, Robo, Stock Quote Apps Quotes & Trading InvestoPro Research & Quotes (2015) (2018) (2020) 20) (Future) (Awaiting r regulatory a approvals) Investo (Intesa Sanpaolo) Integrate AnalytixInsight’s Real-time quotes GlobalMarket robo-advisory & research (Intesa Sanpaolo) MarketWal all t to become (Morningstar) European an On Online F Finan ancial al • Equities Brok oker t r throu ough gh wholly-owne wned • Options ROBO-ADVISORY & subsidiar ary y “I “InvestoPro” FUNDAMENTAL RESEARCH • Bonds BROKERAGE BROKERAGE QUOTE & QUOTE & QUOTE & TRADING TRADING TRADING QUOTE PLATFORM PLATFORM PLATFORM APP 16
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