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Presenter Profile:

How they describe themselves: additiv develops and implements digital innovations and business models for financial services providers. Thus, additiv is a centre of excellence in Digital Finance, a hybrid between a traditional software vendor and a specialized consulting firm. The company brings together IT/engineers, bankers, as well as experts in design and user experience (UX). additiv has been working for banks, asset managers, credit institutions, and insurance companies for 15 years, servicing 33 clients across Switzerland, Europe, and Asia. The client base ranges from tier 1 to tier 4 banks and insurance companies.

How they describe their product/innovation: investomat is a robo-advisor developed for a Swiss cantonal bank, Glarner Kantonalbank. The new offer is aimed at Swiss and European resident clients with a minimum of CHF 5,000 investable assets. investomat is based on a theme-based investment approach in diversified and mean variance-optimized portfolios. At present, the bank provides eight investable themes that are replicated using ETFs from various providers. The entire solution is based on additiv’s Digital Finance Suite (DFS) and includes the digital offering for the client (online application and onboarding, online cockpit) and the front and middle office functionalities to manage the client offering end to end at lowest cost.

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

Contacts:

Bus. Dev.: Michael Stemmle, CEO & Founder
Press: Manuel Thomet, Head of Consulting
Sales: Michael Stemmle, CEO & Founder, Manuel Thomet, Head of Consulting & Loïc Pitrou, APAC Director