Pathward Financial — Investor Presentation (August 2024)

5 slides from Pathward Financial's investor presentation, Aug 29, 2024

Slide 1: Investor Update August 2024
INVESTOR UPDATE AUGUST 2024
Slide 2: Forward Looking Statements
FORWARD LOOKING STATEMENTS This investor update and our comments during the investor conference call contain “forward-looking statements” which are made in good faith by Pathward Financial, Inc.TM (the “Company”) pursuant to the “safe harbor” provisions of the Private Securities Litigation Reform Ac
Slide 3: Strategy Is To Be Trusted Platform That Enables Our Partners To Thrive
STRATEGY IS TO BE TRUSTED PLATFORM THAT ENABLES OUR PARTNERS TO THRIVE Investor Update3 Q3 FY 2024 COMMUNICATED STRATEGY ✓ With limited balance sheet space, Pathward is focused on loans and leases that optimize revenue ✓ Allows team to concentrate where we believe we have a competitive advantage wit
Slide 4: Financial Impact of Sale of Commercial Insurance Premium Finance
Investor Update4 We expect the transaction to be increasingly accretive in future years as Company redeploys into higher risk-adjusted return assets Excluding any gains, we expect the impact on FY 2024 Net Income and EPS to be neutral We expect the transaction to close by the end of fiscal year 2024
Slide 5: Q&A
Q&A Investor Update5