Market Entry Strategy (Vendors & Service Providers)

• Conducting a functional gap analysis e.g. the functionality for UK tax wrappers such as SiPPs and ISAs is often a gap
• Helping them to understand the Wealth Management landscape
• Assisting them in their preparations for sales meetings with prospective clients
• Helping them to understand and respond to RFIs and RFPs
• Assisting them with their sales and marketing strategy and market intelligence
• Co-hosting and speaking at their conferences and helping them to get the right decision makers to their events

Please do get in touch with us to discuss how we can assist you with your market entry strategy.

Case Study – Tier 1 Global Software Provider

• The size & segmentation of the UK Wealth Management market
• A high level overview of competitors offering Wealth Management front end solutions (from CRM to Portfolio Management) in the UK market (who they are and their relative strengths and weaknesses)
• A potential target list of Wealth Managers, Private Banks, IFAs, etc. by tier
• High level localised requirements – detailed of what the minimum requirements would be for the UK market, and then what would be added value services that would deliver competitive advantage

Case Study – Tier 1 Software Vendor

In addition, we coached members of the sales team prior to presentations to Wealth Managers and assisted them in answering technical questions posed in RFPs. Steve Dyson facilitated a thought leadership event for the vendor and was a key note speaker.