9th Edition Event Application Form

Event organised by - 9th edition - APPLICATION FORM

AM TECH DAY AWARDS 2024 - 9th edition - PRACTICAL INFORMATION All companies active in Europe in the area of asset management (asset management companies, private banks, insurance companies, family offices, wealth management advisors, fintechs, software providers, etc.) are eligible to apply for the AM TECH DAY AWARDS. To compete, the participating company should: 1. Complete the application document ( Application information ). 2. Fill in the pages associated with the award concerned within the application form. For each award for which they are competing, the participating company must attach a PowerPoint of a maximum of 4 slides with a graphic summary of your initiative(s), or a video of a maximum of 3 minutes. The judging panel will pay attention to the level of detail and clarity in putting together the application. 3. Send the application by Friday, 14 June 2024 at 4:00 p.m. at the latest to: msenser@agefi.fr. For further information, contact Marine Senser: msenser@agefi.fr Here is the list of awards you can applyfor: Award for most innovative technological solution of the year Award for most promising experiment using generative AI Award for best Initiative in distribution and client service Award for best technological initiative supporting an ESG approach Award for best innovative initiative supporting investment in real assets (private equity, property, infrastructure) Award for best initiative in digital assets

APPLICATION INFORMATION ABOUT THE APPLICANT COMPANY (FOR BILLING): Company: . Address: . Post code: ........................... City: .. PERSON RESPONSIBLE FOR THE PROJECT: First name: Name: .. Position: . Telephone: . Email: . Status of your company (are you part of a large group? If so, can you specify indicate it is a capital or operational backing?) : is submitting _____ application form(s) in the following categories (maximum of three applications per category): Award for most innovative technological solution of the year Number of application(s): _________________________________ Award for most promising experiment using generative AI Number of application(s): _________________________________ Award for best Initiative in distribution and client service Number of application(s): _________________________________ Award for best technological initiative supporting an ESG approach Number of application(s): _________________________________ Award for best innovative initiative supporting investment in real assets (private equity, property, infrastructure): _________________________________ Award for best initiative in digital assets Number of application(s): _________________________________ To confirm our participation, we are making a payment of _____x 708 including tax* = _________ including tax (* unit price per application submitted: 590 (excl. tax); 708 (incl. tax)). Payment by bank transfer on receipt of the invoice by email. IBAN : FR76 3006 6109 1300 0202 2830 152 BIC : CMCIFRPP - CIC PARIS COLISEE ENTREPRISES Signed in ____________________________, on _____________________ Company stamp and signature:

AWARD FOR MOST INNOVATIVE TECHNOLOGICAL SOLUTION OF THE YEAR 1/3 This concerns (tick box): Product or solution launch Innovation concerning an existing product or solution Presentation of solution or innovation concerning an existing product (2,500 characters maximum) If possible, illustrating using a video, screenshots or by providing a Demo code

AWARD FOR MOST INNOVATIVE TECHNOLOGICAL SOLUTION OF THE YEAR 2/3 Criteria (600 characters maximum per item) Target market Describe the organisational structure in place to manage innovation. Specify whether the solution was developed taking an open innovation approach (with a large group or fintech company) Time devoted to innovation Disruptive aspect of product or solution

AWARD FOR MOST INNOVATIVE TECHNOLOGICAL SOLUTION OF THE YEAR 3/3 Criteria (600 characters maximum per item) Type of technology used Have you used AI-based technology? What is its role in value creation? Target/actual results. Specify the maturity of the solution. How do you plan to roll it out? How does it fit or will it fit into the market with the existing systems? Added value of product or solution

AWARD FOR MOST PROMISING EXPERIMENT USING GENERATIVE IA 1/1 Criteria (600 characters maximum per item) Can you describe this experiment? - Which project required the use of generative AI? Is it an operational optimisation, an application to the business itself or something else? What types of algorithms were used? What role has generative AI played in value creation? How far does your development go? Is it a replicable or proprietary solution? Which results (increased performance, competitiveness, etc.) have you achieved? Is this a disruptive experiment ?

AWARD FOR BEST INITIATIVE IN DISTRIBUTION AND CLIENT RELATIONS 1/1 Criteria (600 characters maximum per item) Can you describe your strategy and aims? What are the differentiating factors? What technology is used? What are the KPIs identified and pursued? What billing model / price structure do you use (fixed fees, subscription, per service, percentage of assets, etc.)? What results have been achieved? How does your solution bring added value in this period of economic crisis?

AWARD FOR BEST INNOVATIVE INITIATIVE SUPPORTING AN ESG APPROACH 1/2 Criteria (600 characters maximum per item) Can you describe the technology and databases used to improve the ESG investment process? Have you used AI-based technology? What is its role in value creation? Can you quantify the contribution/impact in terms of ESG for your innovative solution (absolute or improving on existing solution)? How does your technology improve the ESG approach of a company and/or asset management company? Is your technology itself sustainable (choice of contractors, energy consumption, etc. ? What criteria do you apply? How is your solution innovative/disruptive?

AWARD FOR BEST INNOVATIVE INITIATIVE SUPPORTING AN ESG APPROACH 2/2 Criteria (600 characters maximum per item) What types of clients do you have (asset management companies, institutional investors, private banks, etc.)? Can you describe your business model and pricing model? How can your solution be used to comply with regulatory requirements (SFDR) and/or labels? More broadly, is your business consistent with your company s CSR/ESG policy? Describe your CSR policy

AWARD FOR BEST INNOVATIVE INITIATIVE SUPPORTING INVESTMENT IN REAL ASSETS (PRIVATE EQUITY, PROPERTY, INFRASTRUCTURE) 1/2 Description of the proposed solution Description of the target market (2,500 characters maximum)

AWARD FOR BEST INNOVATIVE INITIATIVE SUPPORTING INVESTMENT IN REAL ASSETS (PRIVATE EQUITY, PROPERTY, INFRASTRUCTURE) 2/2 Criteria (600 characters maximum per item) What is the business model? Appropriate interoperability with investment solutions in traditional asset classes: if necessary, how do you integrate your solution into a broader ecosystem? Technology applied: on what level is the technological innovation (processing transactions, organisation of primary and secondary markets, ancillary investment services, etc.)? Have you used AI-based technology? What is its role in value creation? What is the solution s added value and differentiating factor?

AWARD FOR BEST INITIATIVE IN DIGITAL ASSETS 1/2 Criteria (600 characters maximum per item) Description of the proposed solution and range of services What types of digital assets do you cover or plan to cover? Description of target clients and applications What is the business model? Option of including a video showing what you do (2-3 minutes)

AWARD FOR BEST INITIATIVE IN DIGITAL ASSETS 2/2 Criteria (600 characters maximum per item) How does the solution comply with current or future regulations? In terms of safeguarding assets: what tools are implemented to limit cyber attacks? What steps have you taken to protect your clients digital assets and what are the coverage/insurance procedures for clients? What systems are available to guarantee the transparency and traceability of funds? If applicable, how do you view the interoperability of your solution with other related services and on multiple blockchain infrastructures? How is the solution disruptive and/or differentiating? Option of including a video showing what you do (2-3 minutes)