Fidelity National Information Services Inc at Stephens Investment Conference (Virtual) Transcript

Nov 29, 2021 / 03:00PM GMT
Nikolai Daniel Fisken - Stephens Inc., Research Division - Executive VP, Head of Institutional Equities & Director of Research

Okay. Hello, everyone. My name is Nik Fisken. I've been at Stephens 27 years. And our new fintech analyst, Chuck Nabhan, is hosting another company right now, so he asked me to sub him and host Nate Rozof from FIS, EVP of Corporate Finance and Investor Relations.

I run our Institutional Equities division right now. Sorry, my Bloomberg is going crazy.

The reason Chuck asked me to do this is I used to be our fintech analyst and I covered FIS when it was part of FNF, way, way back.

As I read Chuck's notes to prepare me for today, I had flashbacks to 15 years ago when the niche Internet banking and payment companies like Digital Insight, Online Resources and CheckFree were going to take significant share from FIS, Jack Henry, and what was known as Metavante and InterCept and all the other casts that they were going to take share and break into the core market and take customers.

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