Iress Limited · ASX:IRE
Iress — JPMorgan Emerging Companies Conference 2019
20 slides from Iress's conference presentation, Apr 17, 2019
Slide 1: RE: Investor Presentation
The Manager Company Announcements Office Australian Stock Exchange Exchange Centre For personal use only 20 Bridge Street SYDNEY NSW 2000 17 April 2019 Dear Sir or Madam RE: INVESTOR PRESENTATION Please find attached a presentation which will be presented this morning at 11.00 to an investor forum.
Slide 2: Technology reimagined
For personal use only Technology reimagined JPMorgan Emerging Companies Conference 17 April 2019 iress.com 1
Slide 3: Who we are
For personal use only iress.com Who we are 2
Slide 4: World-leading software for trading & market data, advice, super and mortgages
World-leading software for trading & market data, advice, super and mortgages For personal use only ● IRESS (IRE.ASX) is an independent technology company providing trading and market data, advice, superannuation and mortgage software ● Recurring subscription revenue accounts for approximately 90% o
Slide 5: Robust business model underpins market-leading positions
Robust business model underpins market-leading positions For personal use only Open and modular software solutions that are central to our clients’ business Subscription-based model with ~90% revenue recurring Market-leading product functionality and focus on user experience Targeted investment to c
Slide 6: Growth drivers & strategic priorities
Growth drivers & strategic priorities For personal use only Key drivers of growth Increasing regulatory Market consolidation Demand for broader Demand for software Increasing requirements increasing business integrated software to that increases demand for complexity enable client business efficienc
Slide 7: 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 iress.com 6
Slide 8: Sustained dividends and share price growth over time
Sustained dividends and share price growth over time For personal use only Reported EPS Dividend per share Underlying EPS (2) Share Price +32 % Key 13.64 a Investment in organic expansion (UK, SA Wealth, Asia) Shares issued to b acquire Avelo in the UK Shares issued to 5.00 c acquire Financial Syner
Slide 9: Three themes to cover today
Three themes to cover today For personal use only Financial services Technology for changing response to the Royal The power of data industries Commission iress.com 8
Slide 10: Financial services response to the Royal Commission
For personal use only Financial services response to the Royal Commission iress.com 9
Slide 11: Royal Commission: Reimagining the role of technology
Royal Commission: Reimagining the role of technology For personal use only ● Responding to the spirit of the Royal Commission report will require financial services to reimagine the role of technology ● Technology increasingly used in remediation and to replace periodic retrospective audit ● IRESS’
Slide 12: Royal Commission: Reimagining the role of technology
Royal Commission: Reimagining the role of technology For personal use only ● Financial services has an opportunity to redefine the outputs of financial advice ● These are currently defined around legal definition: is the right document being provided to the client? Is the right product being provide
Slide 13: The power of data
For personal use only The power of data iress.com 12
Slide 14: The power of data
The power of data For personal use only ● Successful digital transformations do not start with technology. They start with data ● Many businesses are struggling with data quality. Not limited to financial services ● But data needs to exist and needs to be trusted. A gateway to growth ● Business stra
Slide 15: The power of data
The power of data For personal use only ● Increasing regulation and reputation risks have kept business focus on data protection and compliance (the things that must be done) ● This leaves little time to consider data for business efficiency and competitive advantage (the data advantage) ● Artificia
Slide 16: Technology for changing industries
For personal use only Technology for changing industries iress.com 15
Slide 17: Stockbroking to impact investment advisory role
For personal use only ● Predictions of the demise of the stockbroking industry have not only proved premature, but incorrect ● Stockbroking is an industry with a lot to look forward to. Tech plus humans will drive success - not either or ● The rise of the consumer, the power Stockbroking to of geo-p
Slide 18: Automation in superannuation
For personal use only ● Text to come ● Superannuation funds needing to demonstrate value for members (service, transparency, returns, additional services, lower fees) ● Manual processes of yesterday cannot deliver the efficiency needed Automation in ● Paper-based processes can’t be scaled. Automatio
Slide 19: 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 20: Delivering outcomes today
For personal use only Delivering outcomes today Contact developing Andrew Walsh, CEO John Harris CFO for tomorrow designing +61 3 9018 5800 iress.com for the future iress.com 19