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Transcript

Distribution Update

September 24

Planning

Index

Campaign activity

Pipeline update

Other activity

1.Campaign activity

Outbound marketing

+ info

Expert InsightsWebinar 4

Join us for a crucial discussion on the growing threat of ransomware and its devastating impact on the advice sector. Our expert panellists will delve into the latest trends, tactics, and real-world examples of ransomware attacks targeting financial advisory firms.

Ransomware & Cyber Secuirty are huge topics within financial services

7IM White Label Campaign

Samples sent to referral leads

2.Otheractivity

Events/social & partnerships

September Activity

17th

RSG Group Presentation13 follow ups

18th

CDACPD WebinarAsh/Paul

25th

FTAsset AllocatorLondon

30th

PA360 NorthWarrington250+ Delegates

9th

Verve ConferenceLondon353+ Delegates

Upcoming

Events in H2

October 1st

PA360 North

October 11th

Consumer Duty Alliance Conference

October 31st

8AM Insights Webinar 4

November 12th

PFS National Conference

Socials

3.Pipelineupdate

Leads & opportunities

Deal Creation by Month

Number of new deals entering the pipeline across 2024

Deal Creation by Source

Aug/Sep

Pipeline Movement

Deal Flow Aug/September 24

Key Opportunitues

RosemountIFA

IFA Network35 MembersPanel of MA FundsPincer movement on compliance & leadership team

ScottsdaleIFA

Russell Study Group120 AUMPartnership/WL opp

Ludice Wealth

Pitch Meeting booked to sit within CIPCurrently run models in-house

Continuum(FS)

Inherited client, open panel within the network - meeting booked with Investment Team

August flows

20m

New money assigned to 8AM

Incoming flows

120m

Moder Money Partnership now live and assigning assets over the next 12 months

25m

H&W bespoke project work for RORO models, due to be completed and assigned before year end

110m

WealthPoint now have FCA approval and are finalising their process docs before assignment

30m

Recent Aug sign-ups are starting to allocate business through onboarding

4. Ongoingplanning

Lead Gen, Partnerships & Activity

30-day activity report for 8AM Global Company Page to 26/06/2024

5-28.6%Reposts (Shares)

7-78.12%Total Post Reactions

6+50%Comments on Posts

LinkedIn Insights

391+7.71%Page Followers

307+51.23%Total Page Views

103+27.16%Unique Page Visitors

3-75%Posts Published

294-85.49%Total Post Impressions

93+0%Clicks on Posts

Thank you!

Current spend

We've kicked off partnerships and event work for 2024, front loaded into H2

August sign ups

Cheltenham IFA

AQS - added to CIP

£40/50m Met at the IO conference. Acquiring Ives & Co and transferring client bank. Met and getting placed into wider CIP - non plussed with Timeline. Potential for White Label.

Ajax

AQS - review to add into CIP

Met at the NextGen conference. £15m AUM. Looking to leave his current firm and start as an AR - implementing us as core solution for his clients

FAME

AQSCIP Selection

Came to me via socials and looking to review his proposition for accumulation clients. (60-70% of £100m client bank)

Red Kite

AQS Review

Inherited an 8AM client. Agreed to review proposition and now using us to replace Blackfinch MPS

Pipeline Overview

114 Prospects in the Pipeline as of August 24

Graeme Manzi

Risk Engineer ResilianceGraeme has extensive experience in cyber security consulting and risk management with a focus on critical national infrastructure and financial services.

David Davies

Chief Executive Officer NAVOSFollowing 12 years at Hargreaves Lansdown where David was CIO and instrumental in the introduction of industry-standard best practice, digital transformation projects and significant technology change, he left to set up Navos as he could see a gap in the market for a tech partner with practical experience.