Overview of FinTech Segments

Current FinTech Landscape as of Q2 2018

Introduction to broader segments within the FInTech industry

Digital Wealth Management (aka Robo Advisors)

• Profitability analysis for a 0.25% revenue model
• Key differentiators (Advisor Assisted Models vs. Self-Directed)

Alternative Financing -- Online Lending (P2P)

• Discuss marketplaces vs. lenders
• Understand the loan types issued
• Deep dive into revenue drivers such as origination and servicing

Alternative Financing -- Equity Crowdfunding

• Different platform types: Real Estate, CleanTech, Equity, Debt

Blockchain & Cryptocurrencies

• Different currencies: bitcoin, ripple, ethereum  
• Key definitions: smart contracts, blockchain

Insurance Technology (InsurTech)  

• Comparison marketplaces, P2P and Usage Based Insurance (UBI)
• Key definitions: UBI, Telematics, Real Time Underwriting

Overview of typical Business Models by segment

Comparison of Old vs. New Customer Journeys

Growth opportunities by FinTech segment