Apply for AM Tech Day Awards 2025 - Asset Management Innovation Competition

An event of 10thedition APPLICATION FORM

AM TECH DAY AWARDS 2025 10thedition PRACTICAL INFORMATION The AM TECH DAY AWARDS are open to all companies operating in Europe in the field of asset management (management companies, private banks, insurers, family officers, wealth management advisers, fintechs, software providers, etc.). To enter the competition, the participating company must: 1. Complete the "Application information" form below. 2. Complete the pages associated with the relevant prize(s) in the application file. For each prize for which it is competing, the participating company must attach a PowerPoint presentation of no more than 4 slides graphically summarising its initiative(s). They may also include an educational video of no more than 3 minutes. The jury will be sensitive to the level of precision and clarity in the drafting of the applications. 3. Applications must be sent no later than 16:00 on Wednesday 11 June 2025 to: msenser@agefi.fr For further information, please contact Marine SENSER: msenser@agefi.fr Here is the list of prizes for which you can apply: Award for the most innovative technological solution of the year Award for the most promising experiment using AI or generative AI Award for Best Initiative in Customer Experience and Offer Distribution Award for the best innovative initiative in favour of ESG management or the inclusion of sustainable criteria in the development of a solution Award for the best innovative initiative in favour of investment in alternative assets (digital, real, investable in an innovative format, etc.)

APPLICATION INFORMATION IDENTITY OF THE APPLICANT COMPANY (FOR INVOICING PURPOSES) : Company: ..................................................................................................................................... Address :..................................................................................................................................... CP :............................................................................................................................................. City:............................................................................................................................................ PERSON IN CHARGE OF THE PROJECT : First name: .................................................................................................................................... Name: ......................................................................................................................................... Function : .................................................................................................................................. Telephone: ............................................................................................................................... E-mail: ........................................................................................................................................ Status of your company (are you part of a large group? If so, please specify whether this is a capital or operational backing): ........................................................................ submits _____ application(s) in the following categories (maximum 3 applications per category): Award for the most innovative technological solution of the year Number of files: _________________________________ Award for the most promising experiment using AI or generative AI Number of files: _________________________________ Award for Best Initiative in Customer Experience and Offer Distribution Number of files: _________________________________ Award for the best innovative initiative in favour of ESG management or the inclusion of sustainable criteria in the development of a solution Number of files: _________________________________ Award for the best innovative initiative in favour of investment in alternative assets (digital, real, investable in an innovative format, etc.) Number of files: _________________________________ In order to validate my application, I am making a payment of _____x 708 incl. VAT* =_________euros incl. VAT (*unit price per dossier submitted: 590 excluding VAT, i.e. 708 including VAT). Payment by bank transfer on receipt of invoice by e-mail. IBAN: FR76 3006 6109 1300 0202 2830 152 BIC: CMCIFRPP - CIC PARIS COLISEE ENTREPRISES Town:__________________________, Date: _____________________ Company stamp and signature (required in order for your application to be considered) :

AWARD OF THE TECHNOLOGICAL SOLUTION THE MOST INNOVATIVE OF THE YEAR 1/3 Are concerned (tick box) : Product or solution launch Innovation in an existing product or solution Presentation of the product or innovation on an existing product (maximum 2,500 characters) If possible, illustrate with a video, screenshots or by providing a Demo code.

AWARD OF THE TECHNOLOGICAL SOLUTION THE MOST INNOVATIVE OF THE YEAR 2/3 Criteria (600 characters maximum per item) Target market Describe the organization set up to manage the innovation. Specify whether or not the solution was designed using open innovation (with a large business group or digital services company or fintech) Time devoted to innovation Disruptive aspect of the product or solution

AWARD OF THE TECHNOLOGICAL SOLUTION THE MOST INNOVATIVE OF THE YEAR 3/3 Criteria (600 characters maximum per item) Type of technology usedDid you use AI-based technology? What role does it play in value creation (incremental or breakthrough innovation)? Targeted/achieved results. Specify the level of maturity of the solution. What future deployment are you planning? How will it fit in, or does it already fit in, with existing systems? Added value of the product or solution

AWARD FOR THE MOST PROMISING EXPERIMENT USING IA OR GENERATIVE IA 1/1 Criteria (600 characters maximum per item) Can you describe this solution: Which project required the use of AI or generative AI? Is it an operational optimisation, an application at the level of 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 reproducible or proprietary solution? What results (increased performance, competitiveness, etc.) have you achieved? Is this a disruptive experiment?

AWARD FOR BEST CUSTOMER EXPERIENCE INITIATIVE AND DISTRIBUTION OF THE OFFER 1/1 Criteria (600 characters maximum per item) Can you describe your strategy and objectives? What are the differentiating factors? What technology was used? What KPIs have been identified and are being pursued? What invoicing/pricing model do you use (fixed price, subscription, invoicing per service, rate on outstanding amounts, etc.)? What results have been obtained? How does your solution provide added value in this period of (geopolitical and economic) uncertainty?

AWARD FOR THE BEST INNOVATIVE INITIATIVE IN FAVOUR OF ESG MANAGEMENT OR TAKING INTO ACCOUNT SUSTAINABLE CRITERIA IN THE DEVELOPMENT OF A SOLUTION 1/3 You can choose either to describe an innovative initiative to improve your ESG management or a strategy that has made it possible to integrate sustainable criteria into the development of a digital solution or service. Criteria (600 characters maximum per item) Can you describe the technologies and databases used to improve the ESG investment process? Have you used AI-based technology? What role does it play in value creation? Can you quantify the contribution/positive impact (in terms of environmental, social, governance, sovereignty criteria, etc.) of your innovative solution (in absolute terms or as an improvement on existing solutions)? How can your technology improve the ESG approach of a company and/or a management company? company? Is your technology itself responsible (choice of sub-contractors, energy consumption, etc.)? What criteria do you apply? How innovative/disruptive is your solution?

AWARD FOR THE BEST INNOVATIVE INITIATIVE IN FAVOUR OF ESG MANAGEMENT OR TAKING INTO ACCOUNT SUSTAINABLE CRITERIA IN THE DEVELOPMENT OF A SOLUTION 2/3 You can choose to describe either an innovative initiative to improve your ESG management, or a strategy that has made it possible to integrate sustainable criteria into the development of a digital solution or service. Criteria (600 characters maximum per item) What are the profiles of your customers (management companies, institutional investors, private banks, etc.)? Can you describe your business model and pricing model? How does your solution comply with regulatory constraints (SFDR, etc.) and/or labelling requirements? More generally, is your business consistent with your company's CSR/ESG policy? Describe your CSR policy

AWARD FOR THE BEST INNOVATIVE INITIATIVE IN FAVOUR OF ESG MANAGEMENT OR TAKING INTO ACCOUNT SUSTAINABLE CRITERIA IN THE DEVELOPMENT OF A SOLUTION 3/3 You can choose to describe either an innovative initiative to improve your ESG management, or a strategy that has made it possible to integrate sustainable criteria into the development of a digital solution or service. Criteria (600 characters maximum per item) What ESG criteria have you taken into account in developing your digital solution or service (sovereignty issues, social impact to be specified, etc.)? Does your solution help asset management companies to improve their digital sobriety? If so, in what ways and with what results? How have you communicated to your customers that sustainability criteria have been taken into account in the development of your solution? How do you monitor/reinforce these criteria over time? 11

AWARD FOR THE BEST INNOVATIVE INITIATIVE IN FAVOUR OF INVESTMENT IN ALTERNATIVE ASSETS (digital, real, investable in an innovative format, etc.) 1/3 Description of the proposed solution Description of the target market (maximum 2,500 characters)

AWARD FOR THE BEST INNOVATIVE INITIATIVE IN FAVOUR OF INVESTMENT IN ALTERNATIVE ASSETS (digital, real, investable in an innovative format, etc.) 2/3 Criteria (600 characters maximum per item) What is the business model? Relevant interoperability with traditional asset class investment solutions: if necessary, how do you integrate your solution into a wider ecosystem? Technology used: what is the level of technological innovation (transaction processing, organisation of primary and secondary markets, investment-related services, etc.)? Have you used AI-based technology? What role does it play in value creation? What is the solution's added value and differentiating factor?

AWARD FOR THE BEST INNOVATIVE INITIATIVE IN FAVOUR OF INVESTMENT IN ALTERNATIVE ASSETS (digital, real, investable in an innovative format, etc.) 3/3 Criteria (600 characters maximum per item) What types of assets are you covering or planning to cover? What is the disruptive and/or differentiating nature of the solution? Does the solution comply with current or future regulations? What measures are proposed to guarantee the transparency and traceability of funds? If so, how do you envisage your solution's interoperability with other related offerings and on several blockchain infrastructures? Option to include a video presenting your business (2 to 3 minutes)