Fintech Belgium - Meetup on Compliance / KYC - Koen Vanderhoydonk - Blanco Services

1. NRC award
April 2018

2. 2
We are .blanco

3. 3
Challenges
€
Decreasing
margins New Regulations
Digital
Revolution
Expected decreases in the
margins available to wealth
managers put pressure on their
business.
Existing and new regulations
increase administrative pressure.
• GDPR (according to the EU-
privacy directive from 1995),
• PSD 2, MiFID II, 4th anti-
money laundering directive
• MAD II/MAR
• PRIIPS, PEPP, CRD IV, UCITS VI
The rise of robo-advisors
increases competition
Active Managed portfolios
125 bp all in 75 bp all in
Now Future
Passive managed portfolios
75 bp all in 30 bp all in
Now Future

4. 4
Our Mission
Our mission is to support wealth and asset managers, (private)banks &
pensionfunds in growing their business by enabling them to focus on clients and
investments.
We promise to automate wealth and asset management businesses and create scale,
increase margins and decrease time and risk as a result.
We exclusively work business to business. We are not a competitor but a partner!

5. 5
What we offer
Decreasing margins
New, scalable and beneficial
technology
New regulations
Sharing knowledge i.e. legal,
compliance, privacy, auditNew technologies:
Competing with
automated solutions
Hybrid business model,
lower costs
€
PROBLEM Solution

6. 6
Wealth manager “out-of-the-box”

7. Our products
7
Digital Client
Onboarding
• Client Due Diligence
• KYC Questionnaire
• Obvious intake
procedure
• Digital signature
• Compliant with MiFID II
• Based on scientific
model
• Linked to WM’s
portfolios
• Built in probability
calculator
• Maintenance of client
data, KYC, and DD
• Regular checks and
updates of client
profile
• Reporting functionality
• Multiple asset pools
and instruments
• Automatic rebalancing
• Multi-level overview
• Up-to-date standard
deviation
Know Your
Customer
Client File &
Portal
Securities
Administration

8. 8
.blanco futureproofs wealth management
Technology Services
• Blanco platform is co-created with and for our clients
providing scalable solutions
• We guarantee to deliver state-of-the-art technology enabling
digital disruption with our clients
• We comply with regulation by design
• We are here to stay

9. +32 (0)486 525240
Koen.vanderhoydonk@blanco.services
Contact us!
Lets team up!
Koen Vanderhoydonk
@koenvanderhoydonk