Iress Limited · ASX:IRE
Iress — UBS Australasia Conference 2019
23 slides from Iress's conference presentation, Nov 19, 2019
Slide 1: Cover letter to ASX: Investor Presentation
The Manager Company Announcements Office Australian Stock Exchange For personal use only Exchange Centre 20 Bridge Street SYDNEY NSW 2000 19 November 2019 Dear Sir or Madam RE: INVESTOR PRESENTATION Please find attached a presentation which will be presented this afternoon at an investor forum. Your
Slide 2: UBS Australasia Conference 2019
For personal use only UBS Australasia Conference 2019 19 November 2019
Slide 3: Who we are
Who we are For personal use only We are a technology company providing software to the financial services industry Award-winning 500,000 9,000 financial software users globally clients 1,950 people 17 locations 7 countries 3
Slide 4: We help our clients find better ways to
For personal use only Manage investments Navigate financial markets Deliver high quality financial advice We help our clients find better ways to: Simplify mortgage applications Find and compare insurance Administer super funds and service members Deliver better results 5
Slide 5: Key drivers of growth and strategic priorities
Key drivers of growth For personal use only Increasing Increasing business Demand for Demand for Increasing regulatory complexity and broader integrated software that demand for requirements. industry change. solutions to enable increases advice. client business efficiency and strategies. reduces the
Slide 6: Strong track record of delivering revenue and earnings growth
Strong track record of delivering revenue and earnings growth For personal use only Operating revenue Segment Profit NPAT 3
Slide 7: Sustained returns to shareholders over time
Sustained returns to shareholders over time For personal use only Reported EPS Dividend per share Underlying EPS Share price +32% Key: 13.20 A Investments in organic expansion (UK, SA, Wealth, Asia) . Shares issued to 5.0 B acquire Avelo in the UK C Shares issued to acquire FInancial A B C C Synergy
Slide 8: Changing landscape of superannuation administration in Australia
For personal use only Changing landscape of superannuation administration in Australia 7
Slide 9: Australian Superannuation continues to grow
Australian Superannuation continues to grow For personal use only Total superannuation industry size ($m) Composition No of Total No of accounts Type of fund assets $bn funds (June 18) Corporate 59 20 0.3 M Industry 719 37 11.6 M Public sector 659 37 3.5 M Retail 626 115 11.4 M Funds with less than
Slide 10: Productivity in superannuation impacts returns and strategic enablement
Productivity in superannuation impacts returns and strategic enablement For personal use only Funds composition It is estimated that Super Funds in Australia Super administration by number of members collectively spend more than $1.4bn each year on administration The largest provider of outsourced a
Slide 11: Iress' compelling alternative: automated super administration
Iress’ compelling alternative: automated super administration For personal use only Technology & back-office Retained front-office control Digital-first model Covers all aspects of super admin so funds Allows funds to control and action all content and Provides members 24/7 access with rich can focus on
Slide 12: Super Fund business strategies will redefine outsourced administration
Super Fund business strategies will redefine ‘outsourced administration’ in order to automate and differentiate For personal use only Drivers of change for a different future Automated Super Admin enables funds to: ● Funds want to increase efficiency, release costs to ● Redefine ‘admin’ as core transact
Slide 13: Iress' Automated Super Admin at a glance
Iress’ Automated Super Admin at a glance For personal use only Automated Super Admin services Integrated technology ecosystem Registry Member portal Employer portal Adviser portal CRM Workflow Analytics/BI Administration services Customer Account Investment Money in Money out communication Risk & co
Slide 14: Automating Australia's largest open defined benefit fund
Automating Australia’s largest open defined benefit fund For personal use only About ESSSuper ● 132,000 members across Victorian The super industry needs to evolve its emergency services and public sector transactional functions to be fully automated ● ~$31 billion under management to further enhance
Slide 15: Beyond the Regtech buzzword
For personal use only Beyond the Regtech buzzword 7
Slide 16: Advice oversight is moving from manual sample to data-driven
Advice oversight is moving from manual sample to data-driven & complete For personal use only Maturing view of data-driven approach: PI realities of data-driven risk assessment: ● Growing appreciation that data is the only way: ● PI insurer market has retracted considerably ongoing ASIC demand for d
Slide 17: The necessary data journey in advice (for compliance)
The necessary data journey in advice (for compliance) For personal use only Automated & integrated pre-advice compliance Automated Monitoring / preventative Automated alerts and risk indicators BID / risk hotspots / file selection Risk indicators - advisers and clients Risk hotspots file selection Man
Slide 18: Keeping the bad guys away from super's honeypot with Lumen
Keeping the bad guys away from super’s honeypot with Lumen For personal use only Challenges in fragmented landscape ● Keeping pace with cyber criminals & Terrorism financing has been identified as a AUSTRAC expectations small but emerging and serious threat for the ● Fraudulent activity is faster than
Slide 19: Lumen for super funds
Lumen for super funds For personal use only Lumen Super fund A Alerts / Identify Super fund B Suspicious transactions Suspicious entities Patterns Lumen Investigation Lumen Super fund C Dashboards Alert triage / workflow Management & regulatory reporting Lumen Controls (Acurity Registry) Benefit payme
Slide 20: Technology & Data
For personal use only Technology & Data 7
Slide 21: Acquisition of QuantHouse supports our data strategy
Acquisition of QuantHouse supports our data strategy For personal use only Data is used to drive all Iress systems. Providing accurate, Benefits of acquisition About QuantHouse timely and cost-effective market Supports evolving market data needs of Iress clients globally, Leading provider of market d
Slide 22: Disclaimer
Disclaimer For personal use only The material in this presentation is intended to be general background information on Iress Limited and its activities, current at the date of the presentation. The information is provided in summary form and does not purport to be complete. It is not intended to be
Slide 23: Contact
For personal use only Contact Andrew Walsh, CEO John Harris CFO +61 3 9018 5800 iress.com