FINEOS Corporation Holdings Plc · ASX:FCL
FINEOS — Macquarie Australia Conference 2022
17 slides from FINEOS's conference presentation, May 3, 2022
Slide 1: Macquarie Australia Conference Investor Presentation
For personal use only Macquarie Australia Conference Investor Presentation Michael Kelly, CEO & Founder 2 May 2022 © FINEOS Corporation Ltd 1
Slide 2: Disclaimer
Disclaimer For personal use only This presentation has been prepared by FINEOS Corporation Holdings PLC (Company or FINEOS). By accessing or attending this presentation, you acknowledge that you have read and understood the following statements. NO OFFER OF SECURITIES Nothing in this presentation sh
Slide 3: FINEOS Overview
FINEOS Overview For personal use only 7 of Top 10 U.S. & 7 of 6 of Top 10 Australian 60+ CARRIERS Top 10 Group L&A Insurers use FINEOS Claims Market Leader in Life, Accident 100% Focused on Life, Global Market & Health core systems Accident and Health Position and Leadership ~500 System Integrator (
Slide 4: The FINEOS Platform for Life, Accident and Health
The FINEOS Platform for Life, Accident and Health Purpose Built SaaS Platform for Core, Digital and Data For personal use only 2014 2015 2016 2018 2020 • Concluded Market • FINEOS and Cigna • FINEOS R&D Cloud • FINEOS Absence • FINEOS first vendor study – Policy (now NYL–GBS) only for Paid State Lea
Slide 5: The FINEOS Platform for Life, Accident and Health
The FINEOS Platform for Life, Accident and Health Purpose Built SaaS Platform for Core, Digital and Data For personal use only 2021 2022 2023+ • Member Level • FINEOS AdminSuite Policy - Quote to Claim – Continued Administration Group, Voluntary Investment… Clients for Voluntary and Absence Benefits
Slide 6: 3Q22 Highlights
3Q22 Highlights For personal use only Consistently high SaaS product FY22 total ARR subscription revenue growth; revenue guidance €53.1m 30% reaffirmed at 31 March ’22 Subscription revenue growth forecast for FY22 Expected to be at lower end 42% growth achieved in FY21; of range €125-130m Vs €51.8m
Slide 7: In focus: Employee Benefits
For personal use only In focus: Employee Benefits North America © FINEOS Corporation Ltd 7
Slide 8: Employee Benefit Journey
Employee Benefit Journey For personal use only New Hire: New Hire: Access benefits New Parental Benefits Enroll in Employees enroll in & choose voluntary Child When welcoming a new child to benefits at the beginning of employment the family, employee time off Benefits or annually during open enrollm
Slide 9: Biggest area for Group Insurance Growth = Voluntary Benefits
Biggest area for Group Insurance Growth = Voluntary Benefits For personal use only “Voluntary benefits are a huge “Our billing system replacement “Excellent products, opportunity for growth. is focused around the voluntary administration and service are Products like accident, critical workplace mar
Slide 10: The FINEOS Platform
The FINEOS Platform For personal use only FINEOS AdminSuite FINEOS Engage FINEOS Insight PLATFORM CAPABILITIES • Consumer/employer core admin • End-to-end integrated components • Configurable SaaS platform • Digital friendly process model • Comprehensive API support • Secure, stable and scalable • C
Slide 11: In focus: FINEOS Insight & Engage
For personal use only In focus: FINEOS Insight & Engage © FINEOS Corporation Ltd 11
Slide 12: Spraoi supercharges FINEOS Engage and Insight
➔ For personal use only ➔ Spraoi supercharges FINEOS Engage and FINEOS Engage and Insight….. Insight • Can be licensed standalone or integrated Machine Learning and a Digital Experience Framework with other FINEOS Platform components. combine to offer the following solutions to the market: • Can be
Slide 13: Growth & Outlook
For personal use only Growth & Outlook © FINEOS Corporation Ltd 13
Slide 14: System Integration Partners
System Integration Partners For personal use only • Building FINEOS Capability • Product vs. Services • Complementary market understanding and joint innovation • Leveraging assets and accelerators © FINEOS Corporation Ltd 14
Slide 15: Growth Strategy being executed
Growth Strategy being executed Four pillar strategy driving expansion. For personal use only Multiple levers to achieve growth in FY23 and beyond 1. Grow and 2. Win 3. Expand sales and 4. FINEOS the upsell with clients new clients enter new markets LA&H industry platform ◼ FINEOS has a multinational
Slide 16: FINEOS Outlook
FINEOS Outlook1 For personal use only • Reaffirm guidance from interim result, to achieve total revenue for FY22 at lower end of the guidance range €125-130 million • Subscription revenue guidance is also reaffirmed with continued growth in the second half expected to deliver an annualised growth ra
Slide 17: Thank you – Questions
For personal use only Thank you – Questions © FINEOS Corporation Ltd 17
FINEOS Corporation Holdings — Macquarie Australia Conference 2022 on 6ix