Complii Fintech Solutions Ltd · ASX:CF1
Complii Fintech Solutions — Investor Presentation (November 2021)
17 slides from Complii Fintech Solutions's investor presentation, Nov 3, 2021
Slide 1: ASX Announcement: Investor Presentation
ASX Announcement 3 November 2021 Investor Presentation Complii FinTech Solutions Limited (CF1.ASX) is pleased to release a copy of its latest investor presentation. This announcement is authorised by the Board of Complii Fintech Solutions Limited. - ENDS - For more information please contact: Craig
Slide 2: Investor Presentation November 2021
Investor Presentation November 2021
Slide 3: Business Overview
Business Overview A digital platform providing an electronic centralised framework to manage AFSL (Stockbroker/Financial Planner/Adviser) centric workflows for compliance, capital raising and operational efficiencies. Introducing a new platform for trading unlisted securities 103+ Investment and adv
Slide 4: Business Overview
Business Overview The Complii customisable software Product Highlights include: provides a single desktop solution Client account creation with automatic AML checking Back Office Integration – Full client view and to meet business, compliance and access including reporting operational needs at organ
Slide 5: Complii Completes Acquisition of PrimaryMarkets
Complii Completes Acquisition of PrimaryMarkets (3rd Nov 21) Key Key Highlights Transaction Highlights Customer Customer Snapshot –Offerings Combined Customer Base Significant Increase in Investor Network Large Database of Sophisticated Members - Expansion of current customer offering Diversificatio
Slide 6: PrimaryMarkets Offering
PrimaryMarkets Offering PrimaryMarkets provides a Global Trading Platform for Private Companies Liquidity & Monetisation Global Investor Base Ability for shareholders/directors/founders to sell Enhances connectivity and brand awareness down positions Access to New Capital Significant Time/Cost Savin
Slide 7: Key Financial Highlights
Key Financial Highlights Pro KeyForma Group Profit and Loss – FY21 & Q1 FY22 Highlights Customer Offerings Complii Revenue Increase * Complii Group Complii FY21 Q1 FY22 – Consolidated for PM Financials Revenue $2,721,358 $1,760,587 ** Expenses $6,915,598 $2,179,925 Net Profit ($4,194,240) $(419,339)
Slide 8: Complii Group & Product Offering
Complii Group & Product Offering Digital software platform designed to automate, record and report on compliance obligations Automated distribution of Secure portal with inbuilt advisor corporate deals for bidding messaging that provides access to and electronic bid acceptance portfolio, ledgers and
Slide 9: Unique Competitive Offering
Unique Competitive Offering Complii’s Product competitive advantages sets it apart from other market offerings Modular Extensive Automated Flexible iOS/Android design functionality workflow API APP Pay for what Works for financial Huge Administrative Integrates data White labelled you use advisers S
Slide 10: Positioned for Growth
Positioned for Growth Sales Growth FinTech digital solution and service provider Revenues primarily though recurring subscription fees Fees charged on a module and user basis Ongoing R&D, investing in new modules and expanded services Positioned for accelerated growth in new customers and upselling
Slide 11: Group Customer Expansion
Group Customer Expansion Complii + PrimaryMarkets Customer Examples 10
Slide 12: Mandated Change For the Financial Advice Sector
Mandated Change For the Financial Advice Sector Improved Compliance Standards Driven by the FASEA and the Financial Services Royal Commission (2017-19) and continuous ongoing changes to AFSL obligations INCREASED REGULATORY OBLIGATIONS CHANGING LANDSCAPE Increased control to the quality of advice Gr
Slide 13: Group Growth Strategy
Group Growth Strategy Growth strategy is a layered approach, to build recurring subscription revenue Continue to Grow Organic Growth via Corporate Growth Engagement with Cross-Module Sales Stock Brokers Ensure existing clients are Acquisition of complementary aware of the full suite of technology an
Slide 14: Corporate Information
Corporate Information Shareholding Post Transaction Capital Structure Post Transaction (Indicative) Founders of Complii Description Amount 12.30% Complii Board and Management ASX Code CF1 15.80% PrimaryMarkets Management 67.75% 4.15% Share price (2 Nov) $0.056 Others Shares on Issue 410.15M Market C
Slide 15: Group Company Board
Group Company Board Craig has over 30 years’ experience in the finance industry in various capacities and has been involved in guiding Craig Mason transformational changes in financial Advisory administration which have shaped the industry over this time. As a former Executive Chairman Chairman of P
Slide 16: Contact Information
Contact Information Alison Sarich Craig Mason Lucas Robinson Managing Director Executive Chairman Investor Relations Complii Fintech Solutions Complii Fintech Solutions Corporate Storytime 0437 444 881 0408 228 889 0488 327 688 craig@ckmason.com lucas@corporatestorytime.com alison@complii.com.au www
Slide 17: Disclaimer
Disclaimer This presentation has been prepared by Complii FinTech Solution Ltd (“Complii” or the “Company”) based on information available to it as at the Forward looking statements date of this presentation. The information in this presentation is provided in summary form and does not contain all i
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