Ninety One UK Limited

Asset Management·London, UK·~1,230 employees·£126.0B AUM (2024)

Wait Tax

Deal Velocity

9–12 months

Problem Visibility

High

Timing Triggers

4 identified

Strategic Account Paradox Framework

6-Dimension Analysis

SWOT Analysis

Strengths

Solid financial performance (adjusted operating profit margin of 32.0%)
Strong brand and global presence
Diverse investment capabilities
Committed to long-term growth and execution

Weaknesses

Challenging business conditions and market headwinds
Significant net outflows (£9.4 billion in 2024)
Potential reliance on legacy technology (Salesforce Classic)
Decreased adjusted operating profit in 2024

Opportunities

Modernize existing Salesforce platform for enhanced capabilities
Leverage data analytics for improved client insights
Expand digital offerings to attract and retain clients
Streamline operational processes for cost efficiencies

Threats

Continued net outflows impacting AUM and revenue
Intense competition in the asset management sector
Economic headwinds and market volatility
Risk of falling behind in digital transformation compared to peers

Salesforce Use Cases

CRM modernization and upgrade from Classic to Lightning

Enhanced client data management and analytics

Sales and service process automation

Marketing automation and client journey optimization

Integration with other financial systems

Three Deliverables

Ready to use with your team

Salesforce Account Team Point of View

Audience: Salesforce Financial Services Account Team

Ninety One is a key player in the asset management sector, currently navigating a period of challenging market dynamics and asset outflows. Their existing Salesforce implementation, while foundational, requires modernization to support their strategic objectives of improved execution and long-term growth.

Account Overview

Ninety One is a global asset manager facing market headwinds and substantial net outflows. They currently utilize Salesforce Classic and Gearset for DevOps, indicating an existing investment in the Salesforce platform. This presents an opportunity to drive significant value through modernization and strategic expansion of their Salesforce footprint.

The Strategic Paradox

Growth ambition vs. challenging market conditions and operational execution gaps

Ninety One's leadership acknowledges 'challenging business conditions' and 'net outflows of £9.4 billion' in 2024, yet expresses a 'relentless quest to improve execution' and confidence in 'long-term opportunity' [1]. This creates a paradox where the ambition for growth and improved execution clashes with current financial headwinds and operational challenges, particularly in retaining assets under management.

Why Now

The combination of significant net outflows, challenging business conditions, and recent board changes creates a critical 'why now' for Ninety One to invest in strategic operational improvements and digital transformation. Modernizing their Salesforce platform is crucial to address these challenges and capitalize on future growth opportunities.

Opportunity Size

Estimated Salesforce deal size of £500K–£1M for initial modernization and optimization, with expansion potential to £2M–£5M for broader digital transformation initiatives.

Why Ziipline

Ziipline's specialized expertise in complex financial services transformations and deep understanding of the Salesforce ecosystem makes us the ideal partner for Ninety One. Our proven track record in modernizing CRM platforms and driving operational efficiency will enable Ninety One to achieve its strategic goals and overcome current market challenges.