Business Breakdowns
Episode 205 Jack Henry: VMS King
Business Breakdowns

Episode 205: Jack Henry: VMS King

Business Breakdowns

Episode 205

Jack Henry: VMS King

Bob Desmond is the Portfolio Manager and Head of Claremont Global. We cover what makes Jack Henry the best-in-class software provider for small and medium banks, how a focus on the customer experience gives it a 99% retention rate, and why its business model is resilient to downturns in the financial sector.

This episode is sponsored by:

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Show Notes:

(00:00:00) Learn About Finley

(00:05:42) Jack Henry's Business Model and Market Position

(00:06:22) Colossus Review Announcement

(00:07:04) Deep Dive into Jack Henry's Operations

(00:09:43) Jack Henry's History and Culture

(00:12:44) Customer Focus and Competitive Advantage

(00:16:23) Growth Strategy and Market Dynamics

(00:19:37) Technology and Innovation at Jack Henry

(00:24:08) Customer Integration and Market Share

(00:34:50) Revenue Uplift and Customer Benefits

(00:38:57) Financial Metrics and Margins

(00:40:35) Cash Flow and Dividend Growth

(00:41:53) Cyclicality and Resilience

(00:48:04) Fintech Competition and Partnerships

(00:53:20) Customer Base and Market Shifts

(00:56:17) Risks and Cybersecurity Concerns

(00:59:22) Valuation and Long-Term Growth

(01:02:14) Key Lessons from Jack Henry

Jack Henry: VMS King

Introduction

Matt
This is Matt Reustle, and today we are breaking down Jack Henry. Now if you're not familiar with Jack Henry, Mark Leonard and Constellation Software once referred to this business as their gold standard. It's a true best-in-class operator within the vertical market software space. And to break down Jack Henry, I'm joined by Bob Desmond, Portfolio Manager and Head of Claremont Global.

Jack Henry has a rich history and there are so many things to study. On the surface, they sell a full operating system software that powers small and mid-sized banks. But this business was not born out of Silicon Valley like many great software businesses have been. They were born in Monett, Missouri, and they continue to operate there today.

And they've succeeded despite massive consolidation within that customer set: the small and mid-sized banks. We get into some of the unique dynamics. Like many great vertical market software businesses, M&A has been a piece of the puzzle. But Jack Henry puts a very deliberate focus on organic growth, particularly in their core product.

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