University of Sussex Falmer and Brighton Financial Technology Presentation Powerpoint presentation Company: Lufax 5+3 minutes about a specific company on

University of Sussex Falmer and Brighton Financial Technology Presentation Powerpoint presentation

Company: Lufax

5+3 minutes about a specific company on its business journey, SWOT, five forces.

Presentation must cover – on your slides and orally – some explanation of the company’s business journey/background, market positioning and share (against other market players), current products/services, profit model, as well as a SWOT or a five-factor analysis of the company.

TIP:

•To create the bare bones of your content efficiently, you can seek online or via other sources, the company’s business reports or studies from other organisations about the company.

•Your analysis result must sit well with the company’s business journey/background and current status. For instance, suggesting a robo-advisory service to move their major clientele from mass market to institutional investors can appear counter-intuitive as the idea acts against what therobo-advisory service is set up for and advantageous in. But, of course, if you can justify it with strong evidence and arguments, the idea can then become valid and be taken on board.

•Each point you make in your presentation must be presented alongside supporting evidence that is well-referenced and documented. Any evidence without proof of existence and validity will be discarded by your audience.

Weighting Assessment Criteria:

10% – The company’s business journey/background.

20% – Market positioning and share (against other market players)

20% – Current products/services

10% – Profit model

30% – SWOT or five factors

10%Presentation skills Page < 7 > of 40
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On a company level…
Relative to competitors
A SWOT table
Strengths
Weakness
Opportunities
Threats
Brainstorm following the markets
Eyes on other players’ games
On a product/servicing level…
} Bargaining power
A 5-factor table
Supplier power
Buyer power
Competitive rivalry + Opportunity grabbing
Substitution threat
Long-term viability
Xi Chen (University of Sussex)
Introduction to Fintech
Spring 2020
6 / 40
General information
Analytic methods – An example
An example for a start – Nutmeg
On a company level
A SWOT table
Strengths
Weaknesses Opportunities
Cheap, easy to Functionality too HNW clients
use, quick to use, simple, poor
full control over
portfolio
accounts, stable performance
market share
Threats
Existing IFAS
On a product/servicing level
A Five-factor analysis
Supplier Buyer power Competitive Substitution
power
rivalry
threat
Many
Portfolio Matured IFA Transparent
contrac- performance market
client
tors/partners dependent
satisfaction
Threat of new
entry
Other
robo-advisors,
brokers, asset
managers
Xi Chen (University of Sussex)
Introduction to Fintech
Spring 2020
7 / 40

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