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FINTECH | ARTIFICIAL INTELLIGENCE | WORKFORCE OPTIMIZATION INVESTOR - - PowerPoint PPT Presentation

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


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FINTECH | ARTIFICIAL INTELLIGENCE | WORKFORCE OPTIMIZATION

INVESTOR PRESENTATION JUNE 2020 AnalytixInsight.com

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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.

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Strategic Corporate Initiatives

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Finan ancial al Analytics

Fundamental Analysis 50,000 Stocks Robo-advisor

FinTech J Joint Venture

Online Financial Brokerage Smart-device apps Stock-trading News & Research

Workforce O Optimization

Data Analytics Workforce Management Software Integration

Future I Initiatives

Industries utilizing big data (e.g. Sports, Healthcare)

AI & & M Machi hine ne Learni ning ng

100B daily computations Machine-created content

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SLIDE 4

Strategic Shifts in Financial Brokerage Industry Today

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AI & Machine Learning

  • Enables computations on large data sets,
  • Enables insightful financial analysis on large

scale.

MiFID II Regulations

  • Unbundling of trading fees and research costs,
  • Analyst coverage on small & midcap

companies is depleted.

Industry Transactions

  • Oct 2018, Refinitiv - $20B spinout from

Thomson Reuters as world-leading financial markets data provider.

  • Aug 2019, London Stock Exchange to buy

Refinitiv for $27B.

Low-Cost Trading

  • Increased frequency of trading,
  • Online brokerage firms increasing in

popularity.

Mobile Trading Apps

  • Emergence of FinTech stock-trading

applications,

  • Reduced barrier to entry for individual

investors.

Industry Transactions

  • Robinhood is valued at $7.6B,
  • Charles Schwab buys TD Ameritrade for $26B,
  • Morgan Stanley acquires E-Trade for $13B.

TRADING COSTS & APPS ANALYTICS & RESEARCH

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Financial Analytics

50,000 Stocks & ETFs Artificial Intelligence Machine Learning

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Artificial Intelligence for Investors

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Peer-based Performance Comparisons 50,000 Companies Worldwide Stock Screening Proprietary Performance Scores 100 Billion

  • n Dai

aily C Com

  • mputati

tions

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Artificial Intelligence for Investors

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Analysis Reports

Earnings, Dividend, Fundamental Analysis, Pre-revenue & more

Natural Language Generation

Translating data into narratives

Predictive Analytics & Forecasting

Dividend action, share buy-back, M&A predictions

Customers

Institutions, stock exchanges, individual investors (subscriber model)

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SLIDE 8

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 1st, 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”

AnalytixInsight has an AI-driven Research Distribution 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

“The deal between the London exchange’s parent company and Refinitiv shows how financial data has emerged as a big avenue for growth in the trading industry.”

Aug 2019, New York Times

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40,000

Institutions

190

Countries

$27B

Valuation (LSE Bid)

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Robo-Advisor

Developed Robo-Advisor

  • Expect to commercially deploy to clients and

money managers in the future

Platform matching client risk to ideal portfolio mix:

  • Based on Modern Portfolio Theory (Harry

Markowitz)

  • Matching risk to ideal ETF exposure
  • Statistical modelling, regression analysis and

correlation coefficient

  • Automatic rebalancing to maintain desired risk

profile

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0.1 0.2 0.6 1.5 4 8.1 1 2 3 4 5 6 7 8 9 2015 2016 2017 2018 2019 2020

$ Trillion (USD)

Year

Robo-Advisor Assets Under Management Worldwide

Source: Statista 2018

$8 Trillion

Under management (2020)

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SLIDE 10

FinTech Stock-Trading Mobile Apps Online Brokerage

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SLIDE 11

MarketWall – FinTech Solutions

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Ownership

─ AnalytixInsight Inc. 49% ─ Intesa Sanpaolo 33% ─ MarketWall Employees 18%

MarketWall

FinTech company, founded in 2014 by AnalytixInsight Inc., headquartered in Milan, Italy ─ 2 branch offices ─ 45 employees MarketWall.com Investo App Research Portal GlobalMarket App Online Brokerage “InvestoPro”

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MarketWall.com – Market Data & News Portal

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Industry Partner – Samsung Electronics

MarketWall pre-loaded on Samsung devices - including Smart TVs

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

Multi-device (TV, PC, Mobile & Wearables) 2 million views monthly across all digital channels

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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

  • Marketed and sold by Morningstar
  • Has been installed by a leading bank in Western

Europe for their approx. 4,000 professional users

Disrupting legacy stock-trading and data information systems

  • Real-time and market data instruments
  • Equity data & research by Morningstar
  • Trading by MarketWall

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http://globalmarket.cloud/index.html

4,000

Professional traders Used by

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SLIDE 14

Intesa Sanpaolo – Joint Venture Partner

Intesa Sanpaolo - Leading bank in Europe

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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%)

+20M

Customers in 40 countries

27th

Largest bank by assets

3.7K

Branches in Italy

10M

Customers using digital apps

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Intesa Sanpaolo Stock-Trading App

“Investo” stock-trading app

  • Integrated within Intesa Sanpaolo’s “App

Constellation”, which was ranked top 4th app in Europe (Forrester Digital Wave),

  • Developed by MarketWall.

Stock-trading and financial information app

  • Allows customers to trade securities in a simple, fast

and informed way,

  • 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.

15 Buy & sell securities

Trading reports Markets & Quotes Watchlist

News

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MarketWall’s Business Evolution

16 QUOTE APP

Stock Quote Apps

(2015)

Real-time quotes

(Intesa Sanpaolo)

InvestoPro

(2020) 20)

(Awaiting r regulatory a approvals)

MarketWal all t to become European an On Online F Finan ancial al Brok

  • ker t

r throu

  • ugh

gh wholly-owne wned subsidiar ary y “I “InvestoPro” BROKERAGE

QUOTE & TRADING PLATFORM QUOTE & TRADING PLATFORM

Quotes & Trading

(2018)

Investo (Intesa Sanpaolo) GlobalMarket

(Morningstar)

  • Equities
  • Options
  • Bonds

Brokerage, Robo, Research & Quotes

(Future)

Integrate AnalytixInsight’s robo-advisory & research BROKERAGE

QUOTE & TRADING PLATFORM ROBO-ADVISORY & FUNDAMENTAL RESEARCH

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InvestoPro (Pending) – European Online Financial Broker

MarketWall to become European online financial broker through wholly-owned subsidiary “InvestoPro”, following regulatory approvals

  • Strategic plan announced July 2019, awaiting final

regulatory approvals,

  • Brokerage services initially in Italy, then expanding to
  • ther European countries,
  • InvestoPro to offer online stock-trading and FinTech-

enabled services on multi-device (e.g., mobile, wearables, smart-TV) trading platforms, combining research and financial education,

  • InvestoPro to use Intesa Sanpaolo’s Market Hub as its

execution broker.

MarketWall – Expanding brand awareness

  • Drawing audience of 2 million monthly views across its

digital channels.

InvestoPro is aligned with Intesa Sanpaolo’s digitization initiative

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Online Brokerage Examples

↓ ↓ ↓ ↓

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MarketWall – A Key Valuation Driver for AnalytixInsight

AnalytixInsight holds 49% of MarketWall

  • FinTech JV with a leading European bank (€30B market

cap), who has committed €2.8B to digitization.

InvestoPro – The current strategic initiative

  • Initiated regulatory application in 2019.

Following regulatory approvals, MarketWall expects to:

  • Initiate a formal valuation process,
  • Raise suitable funds to enable global growth expansion.

AnalytixInsight – Unlocking MarketWall Value

  • Asset valuation will be re-rated upon completion of

MarketWall’s valuation & financing,

  • Intends to spinout/unlock the value of its MarketWall

holdings in an IPO or other such strategies to be determined.

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Workforce Optimization

Machine Intelligence Data Analytics

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Workforce Optimization – IFS Partner

AnalytixInsight

  • Acquisition of Euclides Technologies facilitates entry

into additional new industry

  • Expert systems implementer and integrator for

Workforce Optimization solutions

Workforce Optimization (WFO)

  • Workforce optimization is a business strategy to

improve efficiency by analyzing key data on workforce performance

  • Data in the workforce is exploding due to:

─ IoT connected devices ─ Mobile devices for field workers

IFS | Global Enterprise Software

  • Develops enterprise software for customers who

manufacture and distribute goods, maintain assets, manage service-focused operations

─ 3,500+ employees and 10,000 customers worldwide ─ Euclides will now sell and implement IFS solutions

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Industry Alliances

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Financial Information & Capital Structure

AnalytixInsight

Q1 2020 Revenue: $0.65M 2019 Revenue: $3.7M Working Capital (Mar 31): $1.3M LT Debt: $0

MarketWall

Q1 2020 Revenue: $1.3M 2019 Revenue: $6.2M

(49% owned, NOT included in AnalytixInsight’s financial statements)

ALY:TSX-V | ATIXF:OTCQB

Shares O/S: 77M Warrants ($0.65): 2M Options ($0.19 - $0.75): 4M Market cap: ~ $30M

AnalytixInsight was recognized as a Venture 50 company in 2018 & 2020. The Venture 50 logo is a trademark of TSX Inc. and is used under license.

1 2 3 4 5 6 7

2015 2016 2017 2018 2019 2020

$ Millions

AnalytixInsight Revenue

Q1 Q2 Q3 Q4

1 2 3 4 5 6 7

2015 2016 2017 2018 2019 2020

$ Millions

MarketWall Revenue

Q1 Q2 Q3 Q4

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Management

Prakash Hariharan

Chairman, CEO

  • Formerly one of Canada’s

leading portfolio managers at Front Street Capital for technology and growth- related investments,

  • Dominion Bond Rating

Services, analyzing and rating structured investment products,

  • Financial Engineering degree

from York University, BSc in Chemical Engineering,

  • MBA from the Schulich

School of Business.

Chaith Kondragunta

Managing Director

  • Co-founder AnalytixInsight,

previous CEO,

  • Former CEO of Stern Stewart

Europe Ltd.,

  • Former CEO and founder of

Stern Stewart India,

  • Masters in Computer

Engineering from University

  • f California,
  • MBA from Carnegie Mellon

University.

Scott Urquhart

VP Corporate Development

  • Former investment banker at

a Canadian based investment banking & securities brokerage firm,

  • Over 10 years of professional

capital markets experience,

  • Business operations

experience as senior manager in telecommunications industry,

  • MBA from Queen’s

University.

Adi Hod

COO, Euclides Technologies

  • Co-founder and operations

manager of Euclides Technologies during 12-year

  • perating history,
  • Former member of

ClickSoftware Professional Services team,

  • Extensive experience in

project management and consulting,

  • BSc and MSc in Industrial

Engineering & Management,

  • MBA from MIT.

Marco Roscio Ricon

CEO, MarketWall

  • Former head of desktop and

internet applications at London Stock Exchange,

  • Bachelor’s degree in Law

from Università degli Studi di Milano,

  • MSc in Finance and Risk

Management from Politecnico di Milano.

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FINTECH | ARTIFICIAL INTELLIGENCE | WORKFORCE OPTIMIZATION

Prakash Hariharan, CEO Prakash.Hariharan@AnalytixInsight.com 416.861.2965 Scott Urquhart, VP Corporate Development Scott.Urquhart@AnalytixInsight.com 416.522.3975 23