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Fidelity National Information Services (FIS) investor relations material
Fidelity National Information Services KBW Fintech Payments Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic priorities and business realignment
Focused on client centricity, innovation, and simplicity to drive transformation since 2022.
Completed Worldpay separation and is finalizing the sale of the remaining stake, with TSYS acquisition expected in Q1.
Emphasizes scalable global technology, marquee client base, and global distribution as core strengths.
Pursues durable revenue growth, margin improvement, and return on invested capital.
Recent results show strong third quarter performance and optimism for 2026.
Industry trends and competitive landscape
Banking sector is robust with increased M&A, strong credit, and healthy consumer spend.
Regulatory pressures are easing, and banks are investing in digital products, payments, and fraud prevention.
FinTech industry remains rational and highly competitive, with focus on high-margin, recurring revenue products.
Pricing for new business is competitive, but cross-selling existing products has become a tailwind.
Growth drivers and digital innovation
Banking business growth driven by net new sales, high retention, and digital account growth.
Investments in digital capabilities, including D1 Flex and the Dragonfly acquisition, enhance consumer and commercial offerings.
Amount acquisition enables digital account opening across all cores, improving client onboarding.
Office of the CFO is a growth vector, integrating treasury, cash flow, and AI-enabled solutions.
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