Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Investify combines a unique team of asset managers and advisory software experts that sets one goal: providing the best investment process to retail customers. We believe that ordinary people should receive the same quality and investment opportunities that wealthy clients expect from their expert advisors. By using revolutionary technology, we provide an easy to use online service that combines highest quality with fair and transparent pricing. Investify is the first true digital asset manager offering individualized financial advice and investment portfolios to private customers in Europe. Investify has applied for a PSF license with the CSSF in Luxembourg.

How they describe their product/innovation: Investify unveils a revolutionary online advisory tool that easily guides an interested person through the process of becoming an established investment customer. While fulfilling all regulatory requirements, the process playfully captures relevant data, provides a risk assessment of the customer and gives personalized advice. Through the use of video identification and contract confirmation, a customer may open an investment account without leaving his seat. Investify lets the customer define a personalized investment strategy based on investment ideas which attract him emotionally. With Investify, a customer invests into what matters to his heart and what he believes in.

Product distribution strategy: Direct to Consumer (B2C), through financial institutions, through other fintech companies and platforms

Contacts:

Bus. Dev., Press & Sales: Christian Kratz, christian.kratz@investify.lu