Bell Financial Group Limited · ASX:BFG
Bell Financial — Bell Potter Decoded Technology Virtual Conference 2021
15 slides from Bell Financial's conference presentation, Apr 28, 2021
Slide 1: Bell Potter Decoded Technology Virtual Conference
28 April 2021 ASX Market Announcements Office ASX Limited 20 Bridge Street Sydney NSW 2000 BELL POTTER DECODED TECHNOLOGY VIRTUAL CONFERENCE Bell Financial Group Ltd will be presenting at 4:15pm today at the Bell Potter Decoded Technology Virtual Conference. A copy of the presentation is attached. F
Slide 2: Decoded - Wednesday 28th April 2021
DECODED WEDNESDAY 28TH APRIL 2021
Slide 3: Disclaimer
DISCLAIMER The material contained in this presentation has been prepared by Bell Financial Group Limited ABN 59 083 194 763 (Bell Financial Group) and is general background information about the businesses, operations and activities of Bell Financial Group and its subsidiaries, current as at the dat
Slide 4: Agenda
AGENDA Introduction Technology Journey Competitive Advantage Technology Advantage The Moat Summary
Slide 5: BFG Introduction
BFG INTRODUCTION
Slide 6: Q1 2021 Update
Q1 2021 UPDATE REVENUE NET PROFIT AFTER TAX EARNINGS PER SHARE REVENUE $299.3m $46.7m $14.6¢ share $65m (estimate) 18% increase on 2019 44% increase on 2019 44% increase on 2019 12% increase on Q1 2020 DIVIDEND PER SHARE DIVIDEND YIELD (GROSS) RETURN ON EQUITY NET PROFIT BEFORE TAX 10.5¢ share 8.2%
Slide 7: Technology Strategy
TECHNOLOGY STRATEGY ARNIE SELVARAJAH
Slide 8: The Technology Journey So Far
THE TECHNOLOGY JOURNEY SO FAR 2014 2015 2017 2018 2019 2021 2013 2007 2008 2010 2012 Compliance Bell Potter International Prospector Floats Term Mobile Online launched Deposits refresh Corporate Actions Macquarie Full suite of mFunds margin loan Open API’s launched integration IQ launched Launch Int
Slide 9: Competitive Landscape: The Customers We Service
COMPETITIVE LANDSCAPE: THE CUSTOMERS WE SERVICE SMA’S/MANAGED DIY CLIENTS ROBO ADVICE ACCOUNTS PRIVATE CLIENTS OTHER AFSL’S PROP TRADERS FINANCIAL PLANNING WHITE LABELS CORPORATE INSTITUTIONS Our platforms are designed Open architecture means well Extensive roles and Full suite of open API’s to oper
Slide 10: Competitive Landscape: Typical Technology Stack in the Broking Industry
COMPETITIVE LANDSCAPE: TYPICAL TECHNOLOGY STACK IN THE BROKING INDUSTRY = USER ORDER CLIENT CLIENT ADVICE THIRD PARTY EXPERIENCE EXECUTION INFORMATION & REPORTING CLEARING < Own websites > € GBST, iBroker, Broadridge, etc -back office syst < Iress IPS > PRICE DISCOVERY CONNECTION TO ASX, CHLX BACK O
Slide 11: Technology Advantage: BFG Technology Components and Proprietary Stack
TECHNOLOGY ADVANTAGE: BFG TECHNOLOGY COMPONENTS, AND END TO END PROPRIETARY TECHNOLOGY STACK USER ORDER CLIENT CLIENT ADVICE THIRD PARTY EXPERIENCE EXECUTION INFORMATION & REPORTING CLEARING TPP Execution, Settlement and Clearing PAS (under development) PRICE CONNECTION TO BACK OFFICE, PORTFOLIO MGT
Slide 12: Technology Advantage: Benefits of BFG Technology Approach
TECHNOLOGY ADVANTAGE: BENEFITS OF BFG TECHNOLOGY Scale and cost Ability to leverage Open architecture APPROACH advantage. existing client base across multiple means flexible approach ie we can segments. plug and play across the industry. Improved customer experience. Quality of service Ability to tu
Slide 13: The Moat
THE MOAT WHY THIS GIVES US A SUSTAINABLE COMPETITIVE ADVANTAGE THE COMBINATION OF: C O M B I N AT I O N O F T H E S E FA C T O R S M A K E S I T D I F F I C U LT T O R E P L I C AT E Deep domain Strong Proprietary Broad existing client base expertise: balance sheet: technology: across multiple segme
Slide 14: Summary: What's Next
SUMMARY 01 02 03 Continued development on existing systems Continued transition to mobile: Reviewing new technologies for relevance focused on: or application: WHAT’S NEXT API’s to ensure enhanced ability to Understanding that the way clients Initial assessment of DLT already integrate with internal
Slide 15: Questions
@© QUESTIONS
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