experian.Barclays Global CreditBureauForumWednesday 8 September2021
experianWelcome/IntroductionPaulSullivan, Barclays
AgendaWelcome/IntroductionPaul SullivanQ&A with Lloyd Pitchford,ModeratedbvPaulSullivanHealthJenniferSchulz and TomCoxAutomotiveJennifer SchulzNorth America Consumer InformationAlexLintnerQ&AJennifer Schulz. Tom Cox. Alex Lintner and Llovd PitchfordBreakNorthAmericaConsumerServicesJeff SoftleyConsumerServices in BrazilSilvioFrisonQ&ASilvio Frison. Jeff Softlev and Llovd Pitchford. Moderated by PaulSullivanWrap up/CloseLlovdPitchfordandPaulSullivan
experian.Q&AwithLlovdPitchforoModerated by PaulSullivan
experian.HealthJenniferSchulzandTomCox
Who we are000Market leader in healthcare revenue cycle managementExtensive and arowina client footprint. serving an increasingly diverse healthecosystem -from 850 clients before Passport acquisition in 2013 to 8000+ todayEvolution from pure-play software to software plus data/analytics serving a diverseand growing set of client needsStronatrackrecord offinancial performance accretive to Experian Group6@ExperianPublic
Experian HealthUS$8-10bnAmbitionDouble revenue to US$1bn+ inmedium termLargeMarketOpportunity*US$425mUS$267mUS$5.8mExperianHealthRevenue/EBIT20082015TODAYANDBEYONDKeyRevenueUSS*Not to scale
Several important drivers continue to underpin our businessRisingAdministrativePatientConsumerSpendWasteResponsibilityPainPointsUS healthcareOverUS$900 billion inOver US$400 billion inOver% of consumersexpendituregreaterwaste for USannual patient"outofreport beingchargedthan US$4 trillion(18%healthcare, of whichpocket"expense,of GDP), growingUS$266 billion fromgrowing from high-almost6%peryearadministrativedeductible health plansOver70%wantmorecomplexitydigitalandself-serviceoptionsInsurance。PriorAuthorizationsPatientPayments。MyHealthDirectverificationContractPatient Financial。RegistrationClaimsManagementClearance andAcceleratorCollectionsPatientIdentityPatient FinancialManagementCoverageDiscoveryAdvisor0
Unique assets to serve a growing set of end-marketsUniquedata.....enabling manysolution areas...across a growingset of end marketsaldivingautomatedworkflowsfortheproviderand anCreditBureauDataimproved experiencefor the patien.t..BusinessDataPATIENTPROVIDERCONSUMERMarketingServicesDataREVENUEIDENTITYPATIENT&ExperianDataQualityCYCLECONSUMERWORKFLOWENGAGEMENTFunctionalitySOFTWAREPAYERPHARMACYDecisionAnalyticsHealthcareDataCollecteveryImprovepatientManagepatientdollar dueidentityexperience(via clients)
Substantial opportunity to drive future growthREVENUEIDENTITYPATIENT&CYCLEMANAGEMENTCONSUMERWORKFLOWENGAGEMENTSOFTWARETotalAddressable$34bnSO.5-$1bn$4-5bnOpportunityContinuetogrowhospitalScaleMyHealthDirectCrosssell fraud & identityfootprintacrossclient footprintGrowthFurtherexpandinnon-ScalePatientIdentityDrivecllentadoptionoffullStrategyhospitalprovidersegmentsResolutionsuitePatientEngagement'suiteAttackwhitespaceforInnovatetoaddressExpand capabilitiestounderpenetratedproductsadditional use casesextend serviceablemarket*OurPatientEngagementasite is ourpafentfacingbunldle thatindudesMyHealthDiredt/ Patient Schedule, Reistation Acerato,and Pat...
