Insurance & Finance Challengers - Presentation by Robert Henker, Founder & CEO of Cashboard at the NOAH 2015 Conference in Berlin, Tempodrom on the 9th of June 2015.

1. All assets. One platform.

2. SAVE THE DATE
GET YOUR TICKET NOW!
www.noah-conference.com/request-invitation
Old Billingsgate, London Tempodrom, Berlin
12-13 NOV2015 8 - 9 JUN2016

3. €6.500.000.000.000
30% of EU liquid assets parked
below inflation
MARKET

4. PROBLEM
RETAIL INVESTORSTRADITIONAL BANKS
ASSET MANAGERS
Boring
Paperwork
Intransparency
Hassle
Complexity
Risk & Fraud
ONLINE INVESTMENT
PRODUCTS

5. SOLUTION
CASH
Call money / Time money /
Foreign accounts
FUNDS
Stock funds / Bond funds /
REITS
ETFS
ETF / ETC / ETN
ALTERNATIVE INV.
Precious metals /
Real Estate / Oldtimer
INNOVATIVE INV.
Crowd investing /
P2P Lending / Bitcoins

10. FAIR
PAY ONLY FOR PROFIT!
Free Account. Free Trades.
Free Funds.

11. CLIENT MARKET
OWN TECHNOLOGY
Secure cash transfer & Investment
account
Standardized interface
(API)
Client’s
individual bank account
Every client gets his individual bank & investment account.
Secure, regulated, scalable.

12. BANKS & PRODUCT
PARTNERS
10% PROFIT SHARINGB2B COMMISSIONS
CLIENT
BUSINESS MODEL
Only b2b commissions paid by the industry.
No fees/commissions/front-end loads by client!

13. 1000CLIENTS
€
7MASSETS
IN 9 MONTHS
TRACTION

14. CLIENT ENGAGEMENT
Q4/2014 Q1/2015 Q2/2015
Clients of all ages 18 – 93
Up to €400 k account size
60 % choose online investments
35 % clients with redeposit
CLIENT ENGAGEMENTCLIENT ACCOUNTS

15. Online
Affiliate marketing
SEM, SEO
Free demo account
MARKETING & SALES
SALES
PERFORMANCE
BRAND
DEVELOPMENT
INTEGRATED
STRATEGY
Offline
Brand development
TV campaign
Guerilla marketing

16. €4 MILLION TV BUDGET
Winner SevenVentures Pitch Day London 2014
NO 1 STARTUP PRIZE EU

17. COMPETITION
PRODUCT
DO-IT-YOURSELF
AUTOMATED
PLATFORM

18. ROBERT HENKER
CEO
STRATEGY CONSULTANT,
PORTFOLIO MANAGER, MBA
ANDRÉ HOLDSCHICK
CIO
INVESTMENT MANAGER,
PROJECT MANAGER KPMG
STEPHAN HENKER
COO
FOUNDER NO1 AUTOMATED
TRADING PLATFORM DACH
MARIUS SCHULZE
Online Marketing
SERIAL ENTREPRENEUR,
EU TECH5-AWARD 2014
MANAGEMENT

19. NEXT STEPS
2014
Launch Beta
Winner 7VPD
2015
Seed round
TV Campaign
2016
Series A
Growth Europe
2017
Internationalization
Asia & Middle East

20. GET IN TOUCH
Investors for our Series A (10m+ 2016)
Banks and product partners
Fintech evangelists and network

21. CONTACT
ROBERT HENKER
Founder & CEO
www.cashboard.io • rh@cashboard.io • #cashboard_de
Cashboard, Berlin