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Visa (V) - Get Visa Inc. Class A Report reported 2016 fourth-quarter earnings October 24, and investors have been eager to hear more about CEO Al Kelly's plans for running the company.

Last week, San Francisco-based Visa announced Charlie Scharf would be stepping down from his spot at the top of the payments technology company to be replaced by Kelly, a veteran of American Express (AXP) - Get American Express Company Report . The company held a conference call to discuss the transition and said the strategy will be unchanged, but it's likely that Kelly will want to tweak some aspects of the business, having been the American Express president and group president of U.S. Consumer and Small Business Services. Prior to joining American Express, Kelly was the head of information systems at the White House.

Robert Napoli, a William Blair analyst who rates Visa "outperform," said that fundamentals "remain intact" and growth is expected to accelerate in fiscal 2017. Napoli also noted that Kelly, who left Amex in 2010, was "very successful in running various businesses, and believes he was well-respected among employees and the investor community."

Visa beat estimates. Analysts surveyed by Yahoo! Finance expected Visa to earn 73 cents a share on $4.24 billion in revenues, but it reported earning 79 cents a share on $4.3 billion in revenues.

Credit Suisse analyst Moshe Orenbuch believes Kelly will continue to work on aspects like strengthening partnerships with issuers, merchants and tech partners, as well as maintaining a digital focus. Orenbuch wrote that during the conference call, Kelly "highlighted his work at Amex as helping him understand the needs of issuers."

These three ETFs may benefit from Visa's third-quarter results, if investors like what they hear.

PureFunds ISE Mobile Payments ETF

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Visa comprises nearly 5.8% of the PureFunds ISE Mobile Payments ETF (IPAY) - Get ETFMG Prime Mobile Payments ETF Report  portfolio, which has $8.5 million in assets under management. The ETF has an expense ratio of 0.75%.

Andrew Chanin, CEO of PureFunds, thinks Visa, which recently announced it's investing in a blockchain technology and going open source, said the move shows how important innovation is in the payments space. "Their plan to roll this network out next year shows the firm's willingness to adapt and invest in next-gen technology solutions in order to remain innovative and competitive," Chanin said by email. 

iShares U.S. Financials ETF

The $1.49 billion iShares U.S. Financials ETF (IYF) - Get iShares U.S. Financials ETF Report has Visa account for 3.89% of its portfolio and charges investors an expense ratio of 0.43%.

Orenbuch, who rates Visa "outperform" with a $93 price target, believes that in addition to focusing on partners and digital, Kelly is likely to keep the focus of attracting top-tier talent, as well as integrating Visa Europe, which it acquired earlier this year.

iShares U.S. Financial Services ETF

Visa accounts for 7.3% of the $779.7 million iShares U.S. Financial Services ETF (IYG) - Get iShares US Financial Services ETF Report , which charges investors an expense ratio of 0.43%.

PureFunds's Chanin said an integration with Visa Europe will allow the company to be strategic in "expanding its presence in Europe," as European countries seek to limit cash transactions.