Welcome Chloe

The Past

Why a Robo-Advisor

• Robos can give financial advices
• Lower minimum investment
• Lower fees
• Trust in Robos is increasing

Why Goal-Based 

• Gives a purpose / context / motivation for investing
• Helps to visualize the benefits of the investment in the future which helps to hold on your investment
• Portfolio risk also depends on the goal
• Nobody wants to invest: people want to retire, they want houses, cars, holidays...

The Present

Demo time!

The Future

Better Chloe

• Enhance the platform with better goal customisation, better UX, more data, more charts, etc...
• Make Chloe more intelligent through machine learning to improve the goal selection prediction
•  Make Chloe more personal by adding chatbots

Goal integration

• Integrate with 3rd parties to have a better insights on the current market for some goals like house, vacations, honey moon, etc...
• Integrate with 3rd parties to direct / offer the user packages once they finish their goals

Questions?