vortex media tech - Web Financial Group

OUR MISSION
Disrupting banking to
to evolve digitally.
Digital company established
in 2000
CLOUD FIRST END TO END
SOLUTION PROVIDER200
FROM CLIENT ACQUISITION TO
THE DECISION MAKING TOOLS
AT THE CUTTING EDGE OF
INNOVATION
1999
Bolsamania.com going live.
2000
Creation of Web Financial Group in Spain.
2000
First digital technology bank clients.
Initial and only financing round.
2001
2004
Acquisition of Digital Look
to grow Media and Tech business in UK.
Introducing Market Financial Data Solution (MFDS).
2011
2012
Introducing Stingray with Barclays as first reference client.
Entry into India with State Bank of India as first Tech client.
2015
2013
Investment in German Docker Container start up xinfinit.
Introduction of Vortex.
Introduction of ODIN.
US launch opening WEBFG Inc.
2016
JULIO BUESO
CEO and founder
of Web Financial Group
Charismatic disruptive leader
MANAGEMENT TEAM
SEASONED – PASSIONATE – PERSEVERANT - DIGITAL NATIVE - BANKING
JESUS CHOMÓN
Creator Bolsamania.com
and co-founder
of Web Financial Group
Internet pioneer in Spain
ANDREW GAZITUA
Member of the Board
Managed at C-level global investment
banks like Merrill Lynch, leveraging strategic
insights and personal network
NACHO VILLAMERIEL
CTO
For more than 20 years
constantly and astutely reinvesting at
forefront of Internet technologies
JEREMY DIAMOND
CHRIS EVANS
RAMÓN DE LA GUARDIA
President North America
Director Sales UK & Nordics
Global Head of VORTEX
Sophisticated business leader in
Financial Technology sector with top
management roles at Morningstar and
Capital IQ.
+25 years extensive experience
providing IT solutions to financial
services industry.
Leading VORTEX crusade with his
ample trading desk experience
including AEGIS Country
Management
DIRK BEHRENS
ALEJANDRO BUESO
CFO
CSO
Director Research.
Co-founder of WEBFG
Long-term finance background
gathered at leading
Media groups like WPP
Multi-cultural, polyvalent enabler
dedicated since two decades to
connect Internet and Banking
CARLOS RAMIREZ
Economist. Founding partner. Proudest
achievement: Seeing my company
grow. Trying to contribute to positive
change. Really.
AYCAN CHABOT
JUAN JOSÉ PÉREZ
Country Manager France
Chief System Architect
15 Years experience in Finance with a
concentration in Online Financial
Communication. A leader in Digital
Strategy for Financial Institutions.
Working with Internet Technologies since
1995. Specialist in System Management
and Content integration.
ALBERTO MEDRANO
Product Lead
Leading sales, consultancy and products
innovation in financial large companies such
as Standard & Poor’s and Morningstar since
1997.
FERNANDO PASTOR
DAVID ABASCAL
Head of Continental Europe and
LATAM
Director Advertisement Sales
Most of his career has been developing in
different entities within the financial
sector, which he held positions of
managerial responsibility.
Director Advertisement Sales.
Bachelor of Science Degree in
Economics and Marketing. Joined
WFG in 2003. Top careers in TPI
(Telefonica Group). Member of
founding team of Doubleclick
Spain as Sales Manager and
later, working in AdLink Spain.
Recognized specialist in online
advertisement.
SANTIAGO MEDIODÍA
RAQUEL SOLTERO
MD Co Head Media / CTO
Managing Director / Human
Resources
Santiago Mediodía is a computer engineer
from the Autonomous University of Madrid.
Since March 2014, he is director of
Technology Media WebFG and has
recently begun to play the role of codirector of the department.
Previously he was Director of Technology
and Development at Editorial Ecoprensa,
belonging to The Economist, where he
spent more than 8 years.
Studied a Bachelor of Science (HONS)
Degree in Psychology at UCM and went
on to master in Human Resources.
Her career has focused on development
within the Financial and IT sectors,
working with several financial and IT
Groups.
Positions have included HR Manager at
Ya.com and Business Partner at
Orange. She has also worked in a
specialized senior role at RSI (Rural
Servicios Informáticos), a position that
focused on IT and Finance.
WEB FINANCIAL GROUP TODAY
170+ SaaS/PaaS/End to
End CLIENTS
2 Billion Webpages
Monthly
800+
LIVE SOLUTIONS
Over 1 Million
CONCURRENT USERS
PER SECOND
4
VIRTUALIZED DATACENTRES
INTERCONNECTED
82 MILLION USERS
ACCESS OUR SOLUTIONS
PER MONTH
12 MILLION
INSTRUMENTS
ACCESSIBLE VIA MFDS
$40B+
invested in fintech since 2011 to
DISINTERMEDIATE
FINANCIAL SERVICE
PROVIDERS
WEB FINANCIAL
GROUP HELPS
FINANCIAL
SERVICES
INDUSTRY
COMPETE
Self-disrupt. Adapt. Glue together. Partner.
Implement highly scalable digital processes.
Frictionless customer journeys.
Benefit from improved efficiencies using tech.
Make Big Data actionable. Customize.
ECOSYSTEM
ONLY
WEBFG
CAN DO
BOTH
QUALIFIED AUDIENCE
+ 20M UNIQUE USERS
MEDIA
UNIQUE
CREDIBLE FIRST
PARTY
DATA
Predict user needs
Propose offer
Context relevant
Cross device
Acquire
more profitable clients
at lower costs
VORTEX
DIGITAL SOLUTIONS
FOR BANKS
TECH
TECH
WEBFG
MFDS
INDEPENDENT VENDOR
NEUTRAL PLATFORM
AS A SERVICE
WebFG | Customer | Partner
Front-End Solutions
CLOUD FIRST
MOBILE FIRST
OPEN CONTAINER
WIDGET STORE
API STORE
+50
more
MFDS
TECH STACK
XINFINIT
Independent
Vendor
Neutral
API
STORE
VORTEX
FALCON
STINGRAY
RESEARCH CENTRE
OMS
WIDGET
STORE
SAAS
PAAS
MULTI VENDOR DATA WAREHOUSE
DOCKER DATA CENTER
ISLAND CLOUD
MFDS powers 170+ retail financial service providers
MFDS
FOUNDATION
CLIENT
PROTECTED
ACCESS
ADVANCED
MARKET
INFORMATION
STATISTICAL
TREND
PREDICTION
PUBLIC
WEB
ACCESS
CONTENT
MANAGEMENT
SYSTEM (CMS)
ADVANCED
MULTI-MEDIA
CHANNEL
FIXED
INCOME
SOLUTIONS &
CALCULATORS
DERIVATIVES
SOLUTIONS
BASIC MARKET
INFORMATION
BASIC
COMPONENTS
ALERTS
ETF
SOLUTIONS
BUSINESS
TV CHANNEL
NEWS &
ANALYSIS
PORTAL
GENERATOR
TECHNICAL
ANALYSIS
FUNDAMENTAL
ANALYSIS
STRUCTURED
PRODUCTS
VIRTUAL
PORTFOLIO
TOOL
PERMISSIONING
MULTI-PROFILE
MULTI-USER
PENSION PLANS
PERSONAL
ADVICE &
FINANCIAL
PLANNING
PORTFOLIO
MANAGEMENT
TOOLS
BROKER
GAMES:
Funds / FX /
Equities
MULTI-LINGUAL
INVESTMENT
FUNDS
ONLINE
ADVISORY
TOOLS
INTEGRATION
TO BANKS
TRANSACTIONAL
SYSTEMS
VIRTUAL
COMMUNITY FOR
ADVISORS &
CLIENTS
NEWSLETTER
CLIENT & ADVISOR
SIMULATORS &
CALCULATORS
PORTAL
NAVIGATION &
ACCESS
METRICS
WARRANTS
SOLUTIONS
SOCIAL
INVESTING
MULTI-CHANNEL:
• Web
• Smartphones
EXAMPLES OF
WEB FINANCIAL GROUP SOLUTIONS MATRIX
PAAS
INDEPENDENT
PLATFORM
AS A SERVICE
AGGREGATED SERVICE
WEBFG aggregates ANY CONTENT a as single source
DATA PLATFORM AGNOSTIC
supports all data vendors, client data and 3rd party content
CLIENT BRANDED SOLUTION
WIDGET
STORE
INDEPENDENT MULTI-ASSET
WIDGET & API STORE
RESEARCH CENTRES
MULTI-ASSET WEALTH MANAGEMENT RESEARCH
CENTRES
MOBILE FIRST
RESPONSIVE
DATA PLATFORM AGNOSTIC
change vendors NOT the solution
SEAMLESS USER JOURNEY
client centric portfolios – multiple asset classes
MULTIPLE TOOLS
portfolio breakdown, Xray analysis, comparative
tools, screeners, financial planning, robo-advisory
AIM
Automated
Investing
Modules
PFM
Personal
Finance
Modules
RESEARCH CENTRES
MULTI-ASSET
BROKERS
MOBILE FIRSTRETAIL
RESPONSIVE
RESEARCH CENTRES
MULTI-ASSET
BROKERS
MOBILE FIRSTRETAIL
RESPONSIVE
RESEARCH CENTRES
MOBILE FIRST RESPONSIVE SOLUTIONS
Mobile First Responsive Design DevelopmentsFeatures
• Faster HTML5 Development anddeliveries
• Reduced support costs. It does not require installation or version control.
• Lower development costs for multiple devices (PC,Mac, Tablet, Smartphone, ...)
•
•
Needs advanced versions of browser (technological innovation)
Very experienced UX design –regional differences
EFFICIENT SCALABLE PLATFORM
Low, decreasing unit cost per user
LEGAL COMPLIANCE
RESILIENCE
INTEROPERABILITY CONTAINER STRUCTURE
ODIN
PUSHED BY
CONTAINER STRATEGY
HTML5 MULTI-TENANT RIA DEVELOPMENT PLATFORM
HTML 5 FULL COMPLIANCE
FASTER DEVELOPMENT & DEPLOYMENT
REDUCED ONGOING SUPPORT COSTS
NO APP / SOFTWARE INSTALLATION
OMNICHANNEL – WRITE ONCE RUN ANYWHERE
MARKET DATA INDEPENDENCE
MULTI-LANGUAGE
THIRD PARTY CONTENT SUPPORT – INTEROPERABLE
LIVE STREAMING DATA
USER PERMISSIONING AUTHENTICATION
SCALABLE ARCHITECTURE
MONITORING / REPORTING
STOCK MASTER FILE
SECURE
EASY TO USE
HTML5 MULTI-TENANT
RETAIL BROKER
CONTAINER
FULL TRANSACTIONAL SUPPORT
OMS
EMS
CLIENT ON-BOARDING
KYC / AML SUPPORT
TRANSFER & PAYMENTS
MULTI-ASSET PORTFOLIOS
MULTI-CURRENCY
RISK MANAGEMENT
CROSS COLLATERISATION
OMNICHANNEL
RESPONSIVE
INDEPENDENT
DATA TERMINAL
CONTAINER
PLATFORM
–
EMPOWER,
BUILD,DEPLOY
POWERFUL APPLICATION BUILDER IN PURE HTML5
POWERFUL APPLICATION BUILDER IN PURE HTML5
EMPOWER developers, integrators, end users, financial services firms
BUILD & DEPLOY widgets within existing infrastructure / intranet
CONTAINER comes with extensive widget store
DATA PLATFORM AGNOSTIC supports all data vendors, 3rd party content,
MOMA complaint
CLIENT BRANDED OWN SOLUTION
MEDIA
QUALIFIED AUDIENCE
Covering stock markets from
European opening to US close.
Multilingual 528
proprietary channels
&
+ 200 media partners
+680%
UP
360º proprietary news
coverage for target segments
Rank 48 in digital Business & Finance information globally,
ahead of Financial Times, Wall Street Journal or Morningstar*
NETWORK OF NETWORKS
= 20 M UU
VORTEX
VORTEX
Vortex is a digital big data
and predictive marketing
solution that converts
knowledge about users
into customer-centric, by
understanding and
learning their behavior.
Increase
ARPU
Cross & Up
Sell bank
products
Reduce
churn
Activate
transaction
Reactivate
dormant
clients
Acquire
new
clients
BANKS
EVOLVING
Media
Multilingual 528
proprietary channels
&
+ 200 media partners
THE
VORTEX
PROPOSITION
Inbound marketing.
Bespoke content.
Dynamic landing pages.
Creative production.
EVOLUTION
BOOSTING YOUR
MORE UNIQUELY CAPABLE
WE
HELP YOU
TO CREATE
FLUID CHANNELS FOR
INDIVIDUALLY
RELEVANT
PRODUCTS
WINNING SOLUTIONS