Momentum Group Limited · JSE:MTM
Momentum — Investor Day
28 slides from Momentum's investor day presentation
Slide 1: Momentum Retail: Impact strategy progress
Momentum Retail Impact strategy progress Johann le Roux
Slide 2: Overview
Overview 1 Impact strategy recap 2 Strategy progress update 3 Closing 2
Slide 3: The Momentum Retail business portfolio
Momentum Retail The Momentum Retail business portfolio Radical changes to the IFA product operating model as well Advice Advice-led as adviser and client businesses distribution specialisation value propositions Momentum Retail Transform into digital-led Replacing legacy IT product and client Life p
Slide 4: Recap: Key strategic focus areas
Momentum Retail Recap: Key strategic focus areas IN IMPLEMENTING OUR IMPACT STRATEGY OUR KEY STRATEGIC FOCUS AREAS ARE: Growth Digital transformation Expense rationalisation • Momentum Advice a top • Reset data architecture • Embed digital way of work industry player • Undisputed digital-led product
Slide 5: Retail Value of New Business
Momentum Retail Momentum Retail Value of New Business Sales and Expense Product & Capital MFP footprint growth optimisation pricing changes optimisation restructure initiatives 5
Slide 6: New digital platforms – AdviserConnect launch
Momentum Retail New digital platforms – AdviserConnect launch • Redo data/connection architecture • Product businesses build once, deploy multi-channel • Major upgrade in cyber security capability • New digital channel management systems • Empower advice-to-client game plan • Exit IBM portal Adviser
Slide 7: Strategy progress update
Overview 1 2 Strategy progress update 3 7
Slide 8: Recap: Objectives and measures of success (Momentum Advice)
Momentum Retail Recap: Objectives and measures of success Momentum Advice Focus areas Objectives – what we are aiming for Measures of success Footprint +50% in MFP Growth • Top industry player with an attractive range of client and adviser value propositions growth +85% in Consult Consult CAT II +33
Slide 9: Strategy progress update (Advice)
Momentum Retail Strategy progress update Momentum Advice Focus areas What we achieved so far • New growth strategy, operating model and adviser value proposition Footprint +5.5% in Consult as Growth implemented for MFP agents growth: growth at 1HF2025 • Acquisition of FinGlobal Consult CAT II +33% a
Slide 10: Strategy progress update (continued): Advice
Momentum Retail Strategy progress update (continued) Momentum Advice Focus areas Objectives – what we are aiming for Progress towards F2027 objectives Growth • Top industry player with an attractive range of client and adviser Reasonably confident value propositions Vertical • Integrations with othe
Slide 11: Recap: Objectives and measures of success (Distribution Services)
Momentum Retail Recap: Objectives and measures of success Momentum Distribution Services Focus areas Objectives – what we are aiming for Measures of success • Expand our best-in-class specialist broker consultant force and target Growth strategic partnerships with independent financial advisers (IFA
Slide 12: Strategy progress update (Distribution Services)
Momentum Retail Strategy progress update Momentum Distribution Services Focus areas What we achieved so far • Expanded retail broker distribution force Growth • Increased the proportion of Productive IFAs in every BC panel +17% in retail broker Footprint • Completed migration to AdviserConnect and d
Slide 13: Strategy progress update (continued): Distribution Services
Momentum Retail Strategy progress update (continued) Momentum Distribution Services Focus areas Objectives – what we are aiming for Progress towards F2027 objectives • Expand our best-in-class specialist broker consultant force and target Growth Highly confident strategic partnerships with independe
Slide 14: Recap: Objectives and measures of success (Myriad)
Momentum Retail Recap: Objectives and measures of success Myriad Focus areas Objectives – what we are aiming for Measures of success Onboarding • Attain a market-leading position in onboarding and innovation innovation Market Leader position in “ease position of doing business” and “underwriting” Ch
Slide 15: Strategy progress update (Myriad)
Momentum Retail Strategy progress update Myriad Focus areas What we achieved so far • Continued improvement in FastTrack communication Onboarding • Further improvements in self-capture rates of applications innovation • Improved scoring on all targeted NMG ratings #1 position in “ease of Market doin
Slide 16: Strategy progress update (continued): Myriad
Momentum Retail Strategy progress update (continued) Myriad Focus areas Objectives – what we are aiming for Progress towards F2027 objectives Onboarding • Attain a market-leading position in onboarding and innovation Highly confident innovation Channel • Proactively partner with independent financia
Slide 17: Recap: Objectives and measures of success (Investo)
Momentum Retail Recap: Objectives and measures of success Investo Focus areas Objectives – what we are aiming for Measures of success • Create end-to-end digital engagement model for clients and advisers Digital whilst ensuring that we drive greater experience through specific solutions client touch
Slide 18: Strategy progress update (Investo)
Momentum Retail Strategy progress update Investo Focus areas What we achieved so far • Good progress on digitalisation efforts to enable a full end-to-end digital Digital savings business solutions • On track for implementation of digital integrated new business onboarding capability Digital 57% ado
Slide 19: Strategy progress update (continued): Investo
Momentum Retail Strategy progress update (continued) Investo Focus areas Objectives – what we are aiming for Progress towards F2027 objectives • Create end-to-end digital engagement model for clients and advisers Digital whilst ensuring that we drive greater experience through specific Reasonably co
Slide 20: Recap: Objectives and measures of success (MMerge)
Momentum Retail Recap: Objectives and measures of success MMerge Focus areas Objectives – what we are aiming for Measures of success Sustained • Efficient provisioning of retail policy administration system offerings operational efficiency and appropriate capabilities to support the rest of the Grou
Slide 21: Strategy progress update (MMerge)
Momentum Retail Strategy progress update MMerge Focus areas What we achieved so far Sustained • Completed migration of mainframe in Metropolitan operational • Delivered a new policy administration system for SADC, including savings, efficiency retirement annuities and annuities for Botswana and Leso
Slide 22: Strategy progress update (continued): MMerge
Momentum Retail Strategy progress update (continued) MMerge Focus areas Objectives – what we are aiming for Progress towards F2027 objectives Sustained • Efficient provisioning of retail policy administration system offerings operational Highly confident and appropriate capabilities to support the r
Slide 23: Recap: Objectives and measures of success (Momentum Trust)
Momentum Retail Recap: Objectives and measures of success Momentum Trust Focus areas Objectives – what we are aiming for Measures of success Commercial • Achieve commercial ambitions by setting and tracking relevant KPIs sustainability Profitable business Profitability by F2027 Client and adviser •
Slide 24: Strategy progress update (Trust)
Momentum Retail Strategy progress update Momentum Trust Focus areas What we achieved so far • Implemented line of business systems for the administration business to Commercial create future scale sustainability • Introduced new incentive program with MDS Legal Advisers to support revenue growth amb
Slide 25: Strategy progress update (continued): Momentum Trust
Momentum Retail Strategy progress update (continued) Momentum Trust Focus areas Objectives – what we are aiming for Progress towards F2027 objectives Commercial • Achieve commercial ambitions by setting and tracking relevant KPIs Reasonably confident sustainability Client and adviser • Be the prefer
Slide 26: Closing
Overview 1 2 3 Closing 26
Slide 27: Right to win
Momentum Retail Right to win Advice IFA product Growth businesses distribution CRITICAL CONNECTION POINTS Digital transformation IFA Life product Digital specialisation businesses platforms Momentum Advice Expense operating model rationalisation 27
Slide 28: Thank you
Thank you The information in this presentation, including the financial information on which the outlook is based and any non-IFRS financial measures (which are presented for additional information purposes only), is the responsibility of the directors of Momentum Group and has not been reviewed and