ACI Worldwide, Inc. · NASDAQ:ACIW
ACI Worldwide — Investor Day (March 2024)
16 slides from ACI Worldwide's investor day presentation, March 2024
Slide 1: Momentum and Growth 2024-2026
SSPATHS PAYMENTS PARADIGMS Momentum and Growth | 2024-2026 Tom Warsop Chief Executive Officer Notes: ACI Worldwide: Analyst Day 2024 “Momentum & Growth” presented by Tom Warsop
Slide 2: Tom Warsop, President and CEO
ne PATHS PAYMENTS PARADIGMS Tom Warsop President and CEO Tom Warsop is ACI's President and Chief Executive Officer. Warsop joined the ACI Board of Directors in June 2015 and became non-executive Chairman in June 2022. He has led various portfolio companies for several leading private equity firms si
Slide 3: Welcome to ACI Worldwide's 2024 Analyst Day
ACI Worldwide PATHS PAYMENTS PARADIGMS ANALYST DAY 2024, Welcome to ACI Worldwide’s 2024 Analyst Day. Notes: I’m excited about leading ACI and to see huge opportunities to accelerate growth in response to market discontinuities. | see these discontinuities as opportunities driving new paths, new pay
Slide 4: What does ACI do?
What does ACI do? ° PATHS ACI Worldwide EPRINTS The most common question | get is, “What does ACI do?” Notes: The answer is simple — ACI’s software and services enable the movement of money from one place to another. We describe our value proposition as Intelligent Payments Orchestration, which mean
Slide 5: Banks, Merchants and Billers scale
Banks & Intermediaries Real-Time Payments Merchants ACI Speedpay EP ‘MENTS. PARADIGMS Our products help move trillions of dollars through more than Notes: one billion transactions every day. We serve all ten of the world’s largest financial institutions by asset value. We have customers in 94 countr
Slide 6: What has changed?
What has changed? ° PATHS ACI Worldwide EPRINTS What has changed since our last analyst day? Notes: If you go back to 2020/2021, our strategy looked and felt a bit different. ACI Worldwide: Analyst Day 2024 “Momentum & Growth” presented by Tom Warsop
Slide 7: Prioritizing Opportunities
Prioritizing Opportunities Brarwe -AYMENTS: PARADIGMS At any given time, we take into consideration the dynamics in the Notes: industry and economy, and we identify and prioritize different opportunities. In 2020/2021, we were focused on real-time payments, merchant, and ACI Speedpay — we’ve seen su
Slide 8: Banks Serviceable Revenue Opportunity (SRO)
Banks Serviceable Revenue Opportunity (SRO) ~100% INCREASE TO $3.5-$4.5B BY 2028 PATHS PAYMENTS PARADIGMS SRO is the subset of the Total Addressable Market (TAM) we think Notes: we can compete for right now, and it is where we place our bets. We are expanding our target market to include “mid-tier”
Slide 9: How will we execute?
How will we execute? ° PATHS ACI Worldwide EPRINTS Some fundamental cultural and organizational underpinnings Notes: will allow us to deliver what I’ve described. ACI Worldwide: Analyst Day 2024 “Momentum & Growth” presented by Tom Warsop
Slide 10: Three tenets: focus, speed, partners
*AYMENTS PARADIGMS : = z PATHS ACI Worldwide ‘ : EP MENT: - We are driven by three non-negotiable tenets: focus, speed, and Notes: partners. * Focus: To paraphrase Steve Jobs, focus isn’t about saying yes to one thing, it is about saying no to the hundred other good ideas. * Speed: We will move fast
Slide 11: Payments hub: core features and strategic benefits
CORE FEATURES ) (-rnpene) STRATEGIC BENEFITS stems.) Any PAYMENT TYPE Any payment ENDPOINT : Transform and Evolve Any INTERROGATION TYPE te Maximize existing investments Payment ORCHESTRATION and : Modernize with lower risk TRANSFORMATION CAPABILITIES VALUE-ADDED SERVICES ¥ "ih CL ESL Be >ATHS ACI W
Slide 12: What about AI?
What about Al? ° PATHS ACI Worldwide EPRINTS No technology conversation today can be complete without Notes: including artificial intelligence (Al). ACI Worldwide: Analyst Day 2024 “Momentum & Growth” presented by Tom Warsop
Slide 13: AI use cases: payments intelligence, customer service, software development
Payments Customer Software Business Intelligence Service Development Results Bare -AYMENTS PARADIGMS ACI has been using Al for more than two decades and has three Notes: primary use cases. Our analytics and fraud solutions make heavy use of Al. We have securely loaded our product documentation into
Slide 14: What does all this mean?
What does all this mean? ° PATHS ACI Worldwide E PAYMENTS iP) PARADIGMS We will continue to benefit from earlier investments in real time, Notes: merchant, and ACI Speedpay. Our payments hub will be market leading and will allow large financial institutions to modernize in a low-risk, proven way. We
Slide 15: This is not your father's ACI
This is not your father’s ACI. Image created with Micresoft Copilot in Edge. : Eo BPN S PAYMENTS PARADIGMS You may think you know everything there is to know about ACI, Notes: but we are a different organization today. We are ruthlessly focused on executing a clear strategy, staying the leader in ou
Slide 16: Exceptional opportunity, strong position, accelerating growth, excellent cash flow
ACI Worldwide’ PATHS PAYMENTS PARADIGMS Exceptional Strong Accelerating Excellent opportunity market position growth . cash flow NASDAQ: ACIW This is an opportunistic time for ACI, and we are focused on Notes: delivering exceptional value to our customers and shareholders. We have a strong market po