investis sotn · 2.00pm -welcome & update on performance, helen james 2.45pm -spotlight...

Investis SOTN

London October 2014

INVESTIS SOTN

AGENDA2.00pm -Welcome & update on performance, Helen James

2.45pm - Spotlight sessions

3.30pm - Break

3.45pm - Team exercise led by Judith Ward

4.45pm - 1 year at Investis , David Grigson

5.00pm - Closing remarks followed by drinks

INVESTIS SOTN

WELCOME

Alert IR team

New joiners from g3d

Team members from US, Germany & Finland, India & Spain

New joiners in London

Our new CTO, Martyn Arbon

Our chairman, David Grigson

2 new Board members from ECI – Sean Whelan & Richard

Chapman

INVESTIS SOTN

ABOUT SOTNA chance to share

A chance to understand our priorities and review how we are

doing – both financially and non-financially

A chance to meet colleagues

A chance to hear from various parts of the business

specifically

A chance to celebrate our successes and focus on future

challenges

INVESTIS SOTN

ABOUT INVESTISFulfilling a critical need

Digital is changing the way companies do corporate

communications

Proliferation of channels is creating more complexity than

ever

Data is just starting for corporate communications

We are just at the beginning…

INVESTIS TODAY

High level of recurring revenues, strong revenue visibility and low

churn

Experienced team with expertise in digital communications

The leading independent global digital communications

solution for business

Fully integrated solution including workflow, data, intelligence

and analytics

Over 1,900 long term blue-chip client relationships worldwide

Proven ability to successfully integrate acquisitions

Leading market positions across Europe including UK and

Germany

Significant US opportunity in early stages of being realised

Highly scalable business model, technology and processes

Track record of excellent growth

1

2

8

9

10

3

4

7

6

5

We have built the largest independent business globally…

Established: #3+ position; good client list

Foothold: Some clients

Leadership: #1 or #2 market position

% Clients by Geography

(2014E)

UK61%

DACH21%

US7%

Nordics6%

Other5%

New York

London

Würzburg

Madrid

Helsinki

Vadodara

Growth opportunity: Fast growing client base

INVESTIS TODAY

Investis provides a fully integrated workflow

platform for digital corporate communications…

Digital

Content

Broadcast

Intelligence Analyse Listen

INVESTIS SOTN

UPDATE ON PERFORMANCE2014 key financial objectives:

Financial

⁻ Growth from the core business of 13% in recognised revenue to £18.4m

⁻ EBITDA of £5m ex US.

⁻ Recurring revenue of £10.4m

⁻ US revenue of $1.65m and a year end run rate of $3m

⁻ £400K of revenue from MyInvestis Intelligence

⁻ Successful acceleration of DACH – growth of 18% in revenue to Euro

2.7m

INVESTIS SOTN

UPDATE ON PERFORMANCE2014 key financial objectives: how are we doing?

Financial

⁻ Growth from the core business of 13% in recognised revenue to £18.4m

– ON TRACK

⁻ EBITDA of £5.1m ex US. ON TRACK

⁻ Recurring revenue of £10.4m – A BIT BEHIND – A KEY PRIORITY

⁻ US revenue of $1.65m and a run rate by year end of $3m – ON TRACK

⁻ £400K of revenue from MyInvestis Intelligence –YTD 16 paying clients &

£75k revenue

⁻ Successful acceleration of DACH – growth of 18% in revenue to Euro

2.7m – BEHIND – but excellent recent wins & expecting to catch up in Q4

INVESTIS SOTN

UPDATE ON PERFORMANCE2014 key objectives:

Non-Financial

⁻ Investis to continue to be an employer of choice – in all regions. We will

publish stats on our number of training days, the mentor programme,

retention rates and appraisals. Establish a programme for the

development of ‘future leaders’

⁻ Revenue weighted NPS – Increasing this from 22% currently to 30%

⁻ Building the foundations for a successful US business – an excellent

quality client list, including some corporate websites as well as IR sites

and Apps, a strong and motivated team, good market awareness.

⁻ Hiring a CTO and successfully integrating into the management team.

INVESTIS SOTN

UPDATE ON PERFORMANCE2014 key objectives:

Non-Financial

⁻ Investis continue to be an employer of choice – in all regions. We will

publish stats on our no. of training days, the mentor programme,

retention rates and appraisals. Establish a programme for the

development of ‘future leaders’ – GOOD PROGRESS – MORE TO COME

⁻ Revenue weighted NPS – Increasing this from 22% currently to 30% -

57% ACHIEVED – INCREDIBLE

⁻ Building the foundations for a successful US business – an excellent

quality client list, including some corporate websites as well as IR sites

and Apps, a strong and motivated team, good market awareness. GREAT

PROGRESS

⁻ Hiring a CTO and successfully integrating into the management team.

MARTYN JOINED ON MONDAY!

INVESTIS SOTN

ALERT IRKey facts & figures

10 new colleagues based in Gothenburg

90 clients mainly in Sweden

Deep expertise and experience

We will keep the Alert IR brand name for the moment

Drupal platform will be fully supported

Opportunity to sell Investis’ wider platform and products

INVESTIS SOTN

GLOBAL3DIGITALKey facts & figures

10 full time new colleagues and 5 in transitional roles over the

next few months

150 clients

Great reputation for client service

We are keeping the g3d brand for the moment

Drupal platform will be fully supported

Great opportunity to cross sell wider product range – e.g.

video & webcasting

INVESTIS SOTN

UPDATE ON PERFORMANCEAdding new clients & selling to existing ones

UKNS team have added 93 new clients YTD, helped by

buoyant IPO market, channel programme & excellent win to

bid ratio

UKAD team – up 17% YTD & strong performance from

strategic accounts expected for Q4

DACH – beginning to convert strong pipeline – CSD, Symrise &

driving average revenue per client up

Nordic position strengthened by Alert IR joining our existing

Finnish business.

Building strong position in Spain & maintaining Italian clients

INVESTIS SOTN

UPDATE ON PERFORMANCELaunch of Audience Intelligence

Research & Analytics team now 20 strong

For Audience Intelligence we have

570,000 – total # of unique visitors in database

80,000 – total # live in Audience Intelligence tool

2,500 - # added to Audience Intelligence each week –approx. 130,000 per year

5,000,000 - # of data points gathered / created to date

16 clients now paying for the service, £75K of recurring revenue

Aggressive roll out underway in UK & US

Plans to add to DACH & Nordic & for automated service clients

INVESTIS SOTN

UPDATE ON PERFORMANCEClient satisfaction and quality

Revenue weighted NPS now at 57%

Improving efficiencies & quality

From 3 websites per producer in 2010 to 7 in 2013

From 75 service requests per person per month in 2010 to 127 in 2013

Professionalisation has been continuing – ISO 27001, ISO

9001, Mandiant/ FireEye, membership of CISP

Large client base and single platform approach allows us to

continuously innovate…

…and enables us to win competitively

Number of build per yearService requests per month Number of visits (millions)1

UPDATE ON PERFORMANCE

1 2 3

654 729

1,034

1,3931,578

2010 2011 2012 2013 H1 2014

106

131151

179

92

2010 2011 2012 2013 H1 2014

41

6173

94

54

2010 2011 2012 2013 H1 2014

Number of Clients

5

992 1,0201,133

1,5611,651

2010A 2011A 2012A 2013A 2014F

1 Number of visits refers to total number of visits to all websites sitting on the platform

Total number of video players built

4

2327

30

2012 2013 H1 2014

Operational KPIs

Further build out team

Become No. 2 in US after

Nasdaq/ Thomson within

three years

Dominate the corporate

comms market

2013 Today Pre 2013…

Increasing inbound

interest from US

companies in Investis

solutions

Acquisition of Hemscott,

with c. 60 US clients,

provided platform

Decision to actively target

and launch into US

market

US office established in

New York in June 2013

4 professionals by end of

2013 with US CEO

installed

Sales and operations

teams in place (14

professionals)

4-6 new clients monthly

Member of NYSE subsidy

program

Clients include ICE, HP,

Chevron, Northern Trust,

GE…

US$3m pipeline

Strategy for

Growth

How we win: global, flexible and multi channel solution coupled with high quality customer service

UPDATE ON PERFORMANCEUS market – the plan

INVESTIS SOTN

UPDATE ON PERFORMANCEUS market

We now have a team of 15 in New York, San Francisco and

Palm Beach, Florida.

Key wins include : GE, Chevron, CVS, Alibaba

Winning both IR sites and corporate sites

We have won the largest number of IPO clients our of any of

our competitors in Q3 – 7 out of 18 NYSE listings

demonstrating a strengthening market presence

On plan to deliver $1.65m of revenue in 2014 & 3 month

pipeline is now over $3m

Marketing plan underway

INVESTIS SOTN

EXCELLENCE AT INVESTISGaining momentum

We launched the Excellence programme at the SOTN in

February 2013

Agreed some initiatives that the company would do to work

with individuals contributions.

We agreed to:

⁻ 360 degree appraisals in Europe & Us as well as Baroda

⁻ Training – with some emphasis on personal development and e-leaning

⁻ Mentoring programme

⁻ Awards for Excellence

⁻ Brown bag lunches/ sharing sessions

INVESTIS SOTN

TAKING EXCELLENCE FORWARDHow are we doing?

360 appraisals – these have been launched in Europe, management team

completing currently & and we will extend to the US in H1 2015

1st Mentoring cycle completed & will be repeated:

⁻ 32 Mentors

⁻ 43 Mentees

⁻ 35 subjects (offered or requested)

The first pilot of Intuition is complete & now evaluating before more general

roll-out in 2015

Intranet Is LIVE!

Excellence awards now given each quarter

More sharing sessions in all offices

More to follow . . . .

INVESTIS SOTN

2015 AND BEYOND – OUR AMBITIONWe will retain our specialist positioning in our

current market with our focus on:

Corporate communications

Digital delivery

A combination of technology, service and

expertise

INVESTIS SOTN

4 KEY AXES FOR GROWTHOrganic growth from our existing clients and new client

acquisition

Geographic growth – currently US & DACH

Proposition, product and service development – through the

Investis platform we will continue to develop new products

with particular emphasis on myInvestis

M&A

INVESTIS SOTN

OUR AMBITIONOur 3 year plan has 4 key objectives:

We want to be the clear market leader in digital communications and double

the size of the business

Investis is a unique platform that provides all that companies need to

communicate, engage and understand their corporate audiences. As well as

being able to manage the outputs of the platform (websites, apps, mobile

sites, social media & multimedia) we will also provide data and intelligence

back to our clients to inform and help them manage future communication.

This will ensure that our business model is scalable, with high margin

recurring revenue and a proposition and technology that is difficult to copy.

We will continue to be the clear market leader in Europe, be the leading

competitor to Nasdaq/ TR in the US (thus out-performing PR Newswire, SNL,

Q4 etc) and explore a starting position in Asia.

We will be a great company to work for and be a client of.

INVESTIS SOTN

Q&A

INVESTIS SOTN

AGENDA2.00pm - Welcome, update on performance - Helen James


3.30pm - Break


4.45pm - 1 year at Investis – David Grigson


INVESTIS SOTN

SPOTLIGHT SESSIONS

Michael Jenner, Director of Solutions

Dianna Winegarden – Director of Client Service

Lucy Hartley – Social Media Consultant

ISMS and QMS

Overview

WHAT ARE THEY?ISMS – Information Security Management System

QMS – Quality Management System

The framework of policies and processes by which we ensure that we

‘secure’ both our own and our clients information.

ISO27001 – the internationally recognised and audited

standard that defines this framework

A framework of policies and processes that the business operates

within that support our key operational business objectives

ISO9001 – the internationally recognised and audited standard

that defines this framework

WHY ARE THEY IMPORTANT?We routinely handle and publish confidential and time sensitive information

for our clients. On a daily basis we are the ‘public face’ of our clients. These

frameworks provide them with the assurance that we understand the trust

they are placing in us, and that we take it seriously

This provides us with a significant competitive advantage

We are a complex business that operates ‘at scale’ (both geographically and

numerically) – it is effective process that makes this possible

WHAT DOES IT MEAN TO YOU?Everyone needs to be aware of the company wide policies that cover

individual aspects of information security. These are all stored on the intranet

and are also covered in the employee handbook

Not all of the organisation or offices are covered by the different procedures

and processes, as they currently focus on the operational parts of the

business. Everyone is impacted by them though as they define the different

‘touch points’ and how we deliver our products and services

If you are not sure if your part of the organization is covered, check with your

line manager. If you know that it is, you need to be clear on your

responsibilities within the different frameworks

UPCOMING ACTIVITIES

Q4 2014 ISMS – 2013 Upgrade

Refresher sessions (London, Baroda, Wu)

Internal and external audit

Q1 2015 ISMS

‘on board’ all offices

Integrate all outstanding operational parts of the business

WHAT IS NPS?

10 9 8 7 6 5 4 3 2 1

How likely are you to recommend us to your colleagues, friends or family?

Promoters – Detractors = Net Promoter Score

0%

10%

20%

30%

40%

50%

60%

1 2 3 4 5 6 7 8

50%

29%

HOW ARE WE DOING?

Jan Feb March April May June

44%

29%

45%

37%

49%52%

48%

52%

July August

47%

50%

57%

54%51%

48%

How likely are you to recommend Investis to your colleagues or partners?

WHAT’S COMING

WHAT CAN WE DO TO DRIVE NPS

• Every interaction matters

• Look at everything from the client’s perspective

• Sharing is caring

GREAT WORK EVERYONE!

I think Investis is quite customer-

driven.

I think that people at Investis are very kind, thoughtful, they think

ahead and take care of the client.

It is already beyond my expectations.

Thank you!

Service team in India is perfect.

Always a pleasant experience dealing with any member

of the Investisteam.

SOCIAL MEDIA

Who cares?

But why

should you?

But why should you

care in an Investis

context?

SOTN

Five steps to best practice

1. Track conversation & identify influencers

2. Control your social presence

3. Tighten company policies

4. Create and schedule content

5. Keep improving your website

INVESTIS SOTN



3.30pm - Break




INVESTIS SOTN



3.30pm - Break


4.45pm - 1 year at Investis –David Grigson


INVESTIS SOTN



3.30pm - Break



5.00pm - Closing remarks

THANK YOU

investis sotn · 2.00pm -welcome & update on performance, helen james 2.45pm -spotlight...

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