Specialist
Former VP at Feedzai Inc
Agenda
- Operating environment, trends and growth drivers for Feedzai and other AI-based fraud protection providers
- Product comparisons with key competitors, including Jumio and Kount
- International expansion – EMEA and APAC market penetration
- Outlook for the rest of 2021, including increasing financial crime in the digital age
Questions
1.
Could you give an overview of Feedzai and its approach to AI-based fraud protection? What problems does the company solve?
2.
How unique is Feedzai’s data-agnostic approach compared to competitors’? How do customers’ demand preferences align with this approach? Is it a game changer for customers?
3.
How is the operating environment changing? There was a huge surge in online fraud during the pandemic as online payments and banking increased. Could you outline 2-3 market trends or drivers that investors should monitor as we emerge from the pandemic?
4.
How would you assess the competitive landscape, separating the incumbents such as FICO and Actimize from the newer players such as Featurespace, Kount and Sift? How do you think Feedzai competes with the more established players?
5.
How would you compare Feedzai to Featurespace and Kount? Could you compare their technologies and abilities to reduce chargebacks? Is there much differentiation in the approaches?
6.
Do you think Feedzai’s high price is a significant hindrance to its growth, given that Featurespace is much cheaper?
7.
Do you have anything incremental to add around the economic differences between Feedzai and its competitors? Could you expand on Featurespace’s unique economics that you mentioned?
8.
How would you compare Feedzai to Sift, Signifyd and Forter? What are your thoughts on these three competitors?
9.
Do you think Sift, Signifyd and Forter could potentially be acquisition targets, given they seem to be more niche? Would it make sense for Feedzai or a competitor to acquire them?
10.
What disintermediation risk do companies such as Mastercard and Visa pose to Feedzai?
11.
How could any regulations positively or negatively impact companies such as Feedzai?
12.
Who are some smaller players that potentially pose a threat to Feedzai? You alluded to some that could be the next level of technological innovation. Do any in particular come to mind?
13.
Who out of Sift, Signifyd and Forter are you most confident will continue to grow on its current trajectory? Do you have any additional positive or negative comments about them?
14.
Could you outline Feedzai’s growth strategy? I understand it’s a mix of international expansion and product development. How do you think these two areas are progressing?
15.
How is Feedzai approaching EMEA, APAC and LATAM markets? The company has had significant traction, but are there any remaining challenges?
16.
What are the key strengths and weaknesses of Feedzai’s product offering? What features or optimisations might significantly drive growth or disrupt the competitive landscape? You mentioned that the move to AML [anti-money laundering] was significant.
17.
What are Feedzai’s best- and worst-case scenarios for the coming quarters or years? What is your outlook for the company?
Gain access to Premium Content
Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited
