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Pathward Financial · pitchdeck

Pathward Financial | Credit Presentation Deck | 39 slides

39 pages · 5 arc beats · 2 loops

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Pathward Financial | Credit Presentation Deck | 39 slides

Pathward Financial · 2022-09
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 19 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
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100% 1/1 slides · 2 hits 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Solution 9 slides 100% 9/9 slides 100% 9/9 slides · 46 hits
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100% 9/9 slides 100% 9/9 slides · 18 hits Financials 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
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100% 2/2 slides 100% 2/2 slides Team 6 slides 100% 6/6 slides 100% 6/6 slides · 50 hits
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100% 6/6 slides 100% 6/6 slides The Ask 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
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100% 1/1 slides
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Slide inventory

39
every slide · same image gating as the playbook
01
Slide 1
Includes company logo and ticker symbol.front_matter
Open slide detail
02
front_matter
Open slide detail
03
other
Open slide detail
04
other
Open slide detail
05
summarize
Open slide detailBeat · The Ask
06
Includes a hub-and-spoke diagram illustrating the BaaS ecosystem.establish_context
Open slide detailBeat · ProblemLoop · Golden Circle
07
The slide uses a dual-row timeline layout to display historical events.present_framework
Open slide detailLoop · Golden Circle
08
summarize
Open slide detailLoop · Golden Circle
09
Data reflects Pathward Financial fiscal year ending September 30.analyze_data
Open slide detailLoop · Golden Circle
10
Includes annotations for one-time items and footnotes regarding non-GAAP reconciliations and fiscal year definitions.show_traction
Open slide detailBeat · SolutionLoop · Golden Circle
11
Includes a specific callout regarding COVID-19 stimulus-related deposit impacts on NIM.analyze_data
Open slide detailBeat · SolutionLoop · Golden Circle
12
The slide includes a detailed table of financial data and a stacked bar chart showing the composition of earning assets over three quarters.analyze_data
Open slide detailBeat · SolutionLoop · Golden Circle
13
The table provides a granular view of financial assets, categorized by business segments like Commercial Finance, Equipment Finance, Working Capital, Specialty analyze_data
Open slide detailBeat · SolutionLoop · Golden Circle
14
The chart displays loan/lease distribution by industry sector. Below the chart, specific product mix percentages are provided for Manufacturing, Transportation analyze_data
Open slide detailBeat · SolutionLoop · Golden Circle
15
Includes specific footnotes regarding tax services exclusions and fiscal year definitions.analyze_data
Open slide detailBeat · SolutionLoop · Golden Circle
16
Includes both AFS (Available for Sale) and HTM (Held to Maturity) securities data.analyze_data
Open slide detailBeat · SolutionLoop · Golden Circle
17
The slide uses stacked bar charts to illustrate the composition of deposits and revenue over time.show_traction
Open slide detailBeat · SolutionLoop · Golden Circle
18
Includes YTD22 annualized data and fiscal year context.analyze_data
Open slide detailBeat · SolutionLoop · Golden Circle
19
Includes a pie chart for composition, a bar chart for core deposit trends, and a line chart for cost of deposits.analyze_data
Open slide detailLoop · Golden Circle
20
Includes a mix of bar charts, a pie chart, and a combination chart to illustrate interest rate risk exposure.analyze_data
Open slide detailLoop · Golden Circle
21
Includes regulatory capital tables, trend charts for Tier 1 Leverage and Total Capital ratios, and a breakdown of liquidity sources.analyze_data
Open slide detailLoop · Golden Circle
22
The table compares stand-alone figures with the impact of debt issued to arrive at pro forma figures.analyze_data
Open slide detailLoop · Golden Circle
23
Includes pro forma adjustments for new subordinated debt and equity downstreaming.analyze_data
Open slide detailLoop · Golden Circle
24
appendix
Open slide detailLoop · Golden Circle
25
Includes specific commentary on revenue and expense drivers for the quarter.analyze_data
Open slide detailBeat · FinancialsLoop · Golden Circle
26
Includes footnote regarding PPP loan impacts and fiscal year end.analyze_data
Open slide detailBeat · FinancialsLoop · Golden Circle
27
other
Open slide detailBeat · TeamLoop · Golden Circle
28
other
Open slide detailBeat · TeamLoop · Golden Circle
29
other
Open slide detailBeat · TeamLoop · Golden Circle
30
other
Open slide detailBeat · TeamLoop · Golden Circle
31
other
Open slide detailBeat · TeamLoop · Golden Circle
32
other
Open slide detailBeat · TeamLoop · Golden Circle
33
Slide 33 of a corporate presentation.other
Open slide detailLoop · Golden Circle
34
The table provides a comparative financial analysis of tax services economics, highlighting revenue, expense, and net income trends.analyze_data
Open slide detailLoop · Golden Circle
35
other
Open slide detailLoop · Golden Circle
36
Includes footnote regarding two-class earnings per common share calculation and fiscal year end note.analyze_data
Open slide detailLoop · Golden Circle
37
The table provides a bridge between GAAP and non-GAAP metrics for credit performance.analyze_data
Open slide detailLoop · Golden Circle
38
The slide provides a transparent breakdown of how non-GAAP adjustments (rebranding expenses and gain on sale of trademarks) impact the efficiency ratio.analyze_data
Open slide detailLoop · Golden Circle
39
Includes fiscal year-end note for Pathward Financial.analyze_data
Open slide detailLoop · Golden Circle