pitch

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Transcript of pitch

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Personal finances goes beyond numbers and reports: it is about people.

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People get anxious about finances

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Say yes to experiences that you’ll never forget

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Marvin, your virtual

financial assistant

WHAT’S UP

FELLAS!

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We will sync and categorizeall your transactions

Link with your bank account

SECURITTY & PRIVRIVACY

SECURITY & PRIVACY

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Saving to meet your goal

ARTIFICIAALINTELLILLIGENCE

ARTIFICIALINTELLIGENCE

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Last week you spent too much with restaurants 🍝🍝

Lets set a budget of $ 100.00 for this week to keep your savings plan healthly?

Learn more

MACHINELEARNRNING

MACHINELEARNING

WOW! This week you saved 150% of your savings goal

Now you are one step closer to your trip to London 🍝🍝

Learn more

I just found some better options to renegotiate the loan you've taken. You can save up to $300 🍝🍝

Learn more

BETTEROFFER

Help yousave

Keep track of your goals

Look for betteralternatives

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CONVERSASATION ENGINENE

CONVERSATION ENGINE

Ask Marvin

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Competitors

100% automatic

Proactive Advices

Behavioral Economics

Chatbot

(Facebook, Slack...)

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Focusing to help the millennial generation(21-34 years old)

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44%Working Age

Population 83bi$

Moving

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Saving to

realize

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BanksMillennials

X

Banks don’t speak the

Millennial language

Complexity and lack of transparency

Lack of financialknowledge

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It breaks the

trust relationship

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Win-win-win relationship

Banks

Retain and acquire new customers

Millennials

Make better financial decisions

Planejei

Get paid by the banks

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Bruno QuadrosUX/UI

Lucas MontanoCEO

Eduardo CunhaDeveloper

Filipe AlvarengaCPO

Ricardo DiasCFO

Anibal SólonArtificial intelligence

We know why we do it

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SEP/15

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JAN/16

A partnership

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Creating a

community

FEB/16

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Planejei has been

Launched

MAR/16

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Access limited by invitation

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Growth

15,000Accumulated

invitations

2,000Deliveredinvitations

Shared Planejei with their friends

40%

AUG/16

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Later this yearLinked with the 5 biggest banks

Total Addressable Market

5 biggest banks

Others90%

Today Later this year

Banco do Brasil Itaú Santander Caixa Econômica Bradesco Others

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Baixe agorae solicite seu convite

planejei.com