Sofi Technologies, Inc. · NASDAQ:SOFI
Sofi Technologies — Merger or Acquisition (February 2022)
10 slides from Sofi Technologies's merger presentation, Feb 22, 2022
Slide 1: SoFi's Acquisition of Technisys
SoFi’s Acquisition of Technisys February 22, 2022
Slide 2: Forward Looking Statements
Forward Looking Statements Cautionary Statement Regarding Forward-Looking Statements This communication contains certain forward-looking statements, including, but not limited to, certain plans, expectations, goals, projections, and statements about the benefits of the proposed transaction, the plan
Slide 3: SoFi's Mission
SoFi’s Mission To help our members achieve financial independence to realize their ambitions ©2022 Social Finance Inc.
Slide 4: Our Job to Be Done: Get Your Money Right
OUR JOB TO BE DONE : Get Your Money Right SoFi provides comprehensive solutions tailored to each member’s unique needs to Borrow, Save, Spend, Invest, and Protect, and in turn helps the member “Get Your Money Right.” If SoFi can help you Get Your Money Right, then SoFi can help you achieve financial
Slide 5: The SoFi Strategy: Financial Services Productivity Loop
The SoFi Strategy: Financial Services Productivity Loop ●1 Build a one-stop-shop for financial services with best-of-breed products ○ Each product differentiates on Fast, Selection, Content, and Convenience Money Invest ○ Build a relationship of trust and reliability with Members on their first prod
Slide 6: Strategic Rationale
Strategic Rationale Proposed Transaction Strengthens SoFi’s Ability to Execute FSPL Strategy, While Building a Robust Technology Platform on a Path to Create the “AWS of Fintech” Technisys’ Cyberbank Platform is Strategically Critical as a Cloud-Native, 1 Multi-Product, Extensible Modern Digital Ban
Slide 7: Technisys Cyberbank Platform's Strategic Benefit to SoFi Products
1Technisys Cyberbank Platform’s Strategic Benefit to SoFi Products Core banking systems process daily banking transactions, including deposits, loans and credit processing SoFi Approach Many banks and fintechs utilize Gen 1 and Gen 2 Transition SoFi Checking and Savings technologies to support produ
Slide 8: New Product & Service Offerings to Galileo's 100+ Partners & 89M Enabled Accounts
2 New Product & Service Offerings to Galileo’s 100+ Partners & 89M Enabled Accounts Technisys Cyberbank Technology Stack Future Technology Stack for Galileo + Technisys User Interface 89M Enabled Accounts Interface as a Service. Allows for customization of Interface as a Service the User Interface &
Slide 9: Galileo Offering to Technisys Clients & Joint Go-To-Market Opportunities
Galileo Offering to Technisys Clients & 3/4 Joint Go-To-Market Opportunities ● SoFi and Galileo today have a geographic presence in the U.S., Mexico, Canada, Colombia and Hong Kong ● Technisys’ existing geographic presence is strategically complementary as they serve established banks, fintech compa
Slide 10: Transaction Overview
Transaction Overview ● Technisys shareholders will receive aggregate consideration of approximately 84 million shares of SoFi Financial common stock, subject to customary adjustments set forth in the merger agreement¹ Consideration ● Equity consideration valued at $1.1 billion based on the 20-day VW
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