Welcome to Investsoft

  • helping you grow your investment technology business

  • Buy-Side Specialists

    We have extensive experience of the UK asset management industry, including institutional managers, hedge funds, and private wealth managers.

  • Based in the City of London

    If you're looking to increase your UK business, we can help you access the market quickly.

What we do

Investsoft provides tailored business development services designed to complement and enhance your sales and marketing strategies. We also provide outsourced solutions for vendors who are new to the UK or who have no resources of their own. Above all we aim to build long-term relationships that deliver real value and exceptional results.

How we can help

Our services will raise your profile and deliver real sales results.

Sales and Business Development

Experienced sales resource and tailor-made services to help you identify and develop market opportunities, quickly and cost-effectively.

UK Market Access

Immediate access to the UK marketplace for overseas vendors, without the risk and expense of establishing a local sales office.

Software Distribution

Independent distribution services to lead the sale of your software in the UK, providing an established and cost-effective channel to market.

Our Services – Made to Measure for Your Objectives

All our business development services focus on customer acquisition and the generation of new business revenues, allowing you to deploy sales resources rapidly and with maximum flexibility.

We use proven methodologies and tool sets to research market opportunities, qualify prospects, and help you manage the sales process through to closure.

Sales and Business Development

Sales Representation

We undertake and manages all aspects of the sales process. In effect we become your sales resource, working closely with you to achieve agreed sales targets. We provide regular pipeline and management reporting, commit to attend product training sessions, and meet our own sales expenses.

Prospecting

Investsoft is able to accelerate the pipeline building process by providing complementary market prospecting and lead generation services. We generate well-qualified leads efficiently and cost-effectively, allowing you to focus on prospect development and closing business.

Market Analysis

We research the market to identify, size and profile your target markets. This typically involves the identification of decision makers within the target market, direct market research activities, analysis and presentation of the data gathered, and recommendations for further action.

UK Market Access

The Challenge

Entering a new market for an overseas or small organisation is both expensive and high risk. At Investsoft our experience in the UK market and our expertise in software delivery allow us to offer a range of services to reduce your risk and increase your success.

Building on our success from working with overseas customers, we have developed sales and marketing programs specifically designed to fast track early-stage development of the UK market. We also provide access to our extensive network of contacts and market knowledge, so you can leverage our local expertise to gain immediate traction, maximising your opportunities for revenue growth. We’ll also provide you with direct feedback from the marketplace, gathering local market product requirements and market intelligence along the way.

Speed to Market

Investsoft has a ready-to-go base of operations in the City of London, giving our overseas customers immediate access to a fully operational UK infrastructure without the risk and expense of establishing their own office facilities.

Software Distribution

Our software distribution services provide an established and cost-effective channel to market.

We have an unrivalled experience and understanding of the UK asset management marketplace and its requirements for software solutions across the entire investment process. If you have investment software tools that you would like distributed in the UK, we will lead the sale of your software products, working proactively to increase your penetration of the UK market and overall market share.

Some of the Ways You Can Benefit from Working with Us

 

Flexibility

Flexible resourcing that’s
focused on your business.

Reduce Risk

Shorten your sales cycle
and reduce upfront investment.

 

Reduce Costs

Reduce your overheads
and your cost of sale.

Speed to Market

Gain access quickly to
local expertise and new markets.

Flexibility

Our services can be used to increase resource bandwidth for new product or service launches, or for new product initiatives. Widen and deepen your penetration of existing markets, or accelerate revenue growth whilst continuing to focus on your core business activities. Easily and efficiently increase or decrease your sales investment without the employment issues associated with hiring your own sales team. Focus your own activities on maximising the value of existing client relationships rather than on new business generation.

Reduce Risk

Perhaps most importantly our clients benefit from a predictable and standardised cost of sale – our performance-based fee structures reward success rather than failure. Sales investment risk is minimised because your cost of sale is financed from new business sales margin rather than your cost base. We also help to shorten the sales cycle, without the need for up-front sales investment, and the risk of exploring new market opportunities or launching new products is significantly reduced, particularly if you are operating from outside the UK.

Reduce Costs

Working with Investsoft can significantly reduce your overall expenditure for new customer acquisition. For example, you can increase sales without increasing headcount, with no up-front or on-going human resource issues or training costs. Your time intensive sales management workload and the need for sales management oversight can also be reduced, increasing overall team productivity. Our UK Market Access services will give you a UK sales operation without incurring large start-up costs for office space and personnel.

Speed to Market

We provide immediate access to professional sales expertise and to extensive market knowledge and experience, enabling you to quickly expand into new markets with new products and services. If you operate from outside the UK, then our UK Market Access services will enable you to set up a local sales office immediately.

Experience – Why Choose Us?

The results of our engagement with Investsoft made a significant contribution to the strategic growth plans of Financialsockets, establishing it as an international business addressing global requirements. These results were a positive factor in the successful conclusion of our exit strategy, with the ultimate sale of the company to State Street.

Robin Howard
co-founder and Chief Technology Officer of Financialsockets (now Chief Executive of a State Street subsidiary)

The Challenge of Growth in Difficult Markets

Meeting the challenge of growth has always been difficult, particularly when changing market conditions require flexibility and agility in the deployment of sales resource. To stay ahead of the competition you need to fully exploit new market and product opportunities as rapidly and effectively as possible.

 

AThe expense and risk associated with hiring and maintaining a captive sales force can often be onerous, particularly in fast moving investment technology markets with increasingly narrow windows of opportunity and high barriers to entry. As well as human resource costs and sales expenses, cost of sale also includes elements that are difficult to quantify, such as operational and management overheads.

BVery often a real return on sales investment is difficult to achieve; the biggest risk of all is poor sales results, or worse, no sales at all. For small vendors or overseas companies entering the UK for the first time, a dedicated sales force simply may not be an option. It may simply be impossible to meet the expense of experienced full-time sales resource, or other parts of the business, such as R&D, may take priority.

How we fit in

CWe help you meet this challenge head on by delivering real value to your business through a combination of business development consultancy and tailor-made services focused on your sales results. In all aspects of our business we work in partnership with our clients, and because we focus on objective performance we will share risk as well as reward.

Andy King – Founder

Andy has over 20 years of experience in enterprise technology sales and has worked in the software, hardware, systems integration and professional services arenas.

Over his career Andy has made major contributions to many companies in the critical business areas of revenue growth, business development, local market product management and market entry strategies. He has over 15 years of experience in the asset management software industry and has worked for some of the industry’s leading software providers. He has consulted on business development strategies for both large and small companies, across a broad range of application areas – including portfolio management, investment operations, trade order management, compliance operations and client reporting.

Andy has an MA Honours degree from Trinity Hall, Cambridge.

Contact

We’d be really interested to hear about your business and your plans for the future. Please send a mail or give us a call if you’d like an informal chat about how we might be able to help.

enquiries@investsoft.co.uk

+44 (0) 845 680 8605

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About Investsoft

We partner with technology vendors who service the UK asset management industry, helping them to increase sales and grow their business.

T: +44 (0) 845 680 8605
E: enquiries@investsoft.co.uk
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