Pathward Financial — Investor Presentation (August 2024)

5 slides from Pathward Financial's investor presentation, August 2024

Slide 1: Investor Update August 2024
INVESTOR UPDATE AU G U S T 2 0 2 4
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 Q3 FY 2024 COMMUNICATED STRATEGY ALIGNMENT WITH 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 advant
Slide 4: Financial Impact of Sale of Commercial Insurance Premium Finance
Estimated pre-tax gain of approximately $17 million FINANCIAL IMPACT Excluding any gains, we expect the impact on FY 2024 Net OF SALE OF Income and EPS to be neutral COMMERCIAL We expect the transaction to be increasingly accretive in INSURANCE future years as Company redeploys into higher risk-adju
Slide 5: Q&A
Q&A 5 Investor Update