Insight Investment Management
160 Queen Victoria St,
London, EC4V 4LA,
United Kingdom
London, EC4V 4LA,
United Kingdom
44 20 7163-4000
Banking and Financial Services
Insight Investment Management Technographics
Insight Investment Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Insight Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1200 Insight Investment Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Insight Investment Management has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, EpiServer CMS for Web Content Management in 2019, Salesforce Marketing Cloud for Marketing Automation in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Insight Investment Management is running and its propensity to invest more and deepen its relationship with Cisco Systems , Optimizely , Salesforce or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Insight Investment Management revenues, which have grown to $425.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Insight Investment Management intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Insight Investment Management Tech Stack and Enterprise Applications
Insight Investment Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Insight Investment Management deployed Cisco Webex Meetings. Cisco Webex Meetings is surfaced on the company website as the primary audio and video engagement layer, operating within the Audio Video and Web Conferencing category to provide web meeting access for external and internal stakeholders.
The deployment is configured to deliver standard Audio Video and Web Conferencing capabilities including browser based join, video conferencing, screen sharing, session recording, host controls, and meeting moderation workflows. Operational governance focuses on meeting access controls, authentication flows, and usage policies to support client engagement and internal collaboration across investment and operations teams. The implementation narrative highlights the application layer being embedded on the corporate website to streamline meeting entry and public facing scheduling pathways while preserving corporate controls and compliance oriented meeting governance.
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Insight Investment Management Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Optimizely | Legacy | EpiServer CMS | Web Content Management | Content Management | n/a | 2019 | 2019 |
In 2019, Insight Investment Management implemented EpiServer CMS for Web Content Management to power its public website and centralize web content operations. The deployment uses Optimizely EpiServer CMS on the corporate web channel, providing a unified platform for publishing corporate content and product pages.
The EpiServer CMS configuration emphasizes core Web Content Management capabilities such as template based authoring, structured content models, publishing workflows, digital asset management, and personalization to support segmented investor and client experiences. Content staging and responsive delivery patterns are applied to ensure consistent page composition and mobile first rendering across site sections.
Operational governance centers on editorial workflows, role based permissions, and staged approvals to support marketing, corporate communications, and investor relations teams managing the website. The implementation standardizes content processes and centralizes publishing operations through EpiServer CMS, aligning authorship, review, and release cycles for the company web channel.
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Insight Investment Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Marketing Cloud | Marketing Automation | CRM | n/a | 2021 | 2021 |
In 2021, Insight Investment Management deployed Salesforce Marketing Cloud as its Marketing Automation platform. Salesforce Marketing Cloud is implemented on the company website to support marketing and client communications, and Insight Investment Management Salesforce Marketing Cloud Marketing Automation is used to orchestrate digital engagement flows.
The deployment emphasizes core Marketing Automation capabilities, including email studio for campaign delivery, journey orchestration for lifecycle management, web and mobile tracking for on‑site engagement, content personalization and data extension management for segmented audiences. The implementation centers on website driven capture and campaign execution, with configuration aligned to subscription preferences and client communications workflows.
Operational ownership sits with marketing and digital teams in the United Kingdom, with centralized campaign orchestration and content governance. Governance and workflow controls were established to manage subscriber data handling, campaign approvals, and content versioning so Marketing Automation aligns with compliance and client communications processes.
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Insight Investment Management ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Insight Investment Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2019 | 2019 |
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Transfer Agency | Investment Management |
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2024 | 2024 |
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Insight Investment Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Insight Investment Management CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2013 | 2013 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Insight Investment Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Chief Investment Officer | CXO | Investment | |
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Chief Operating Officer | CXO | Finance | |
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Portfolio Manager | Manager | Investment | |
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Digital Transformation Lead | Director | IT | |
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Head of Pooled Fund Operations & COO Insight Ireland | Director | Investment | |
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Head of Fund Operations | Director | Investment | |
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Apps Being Evaluated by Insight Investment Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Insight Investment Management IT executives and key decision makers. This section highlights Insight Investment Management's latest recorded technology evaluations, including Appspace Platform for Collaboration on 2026-02-18, S&P Global thinkFolio (ex IHS Markit thinkFolio) for Portfolio and Investment Management on 2025-11-04, and Intercom Fin ChatBot for Chatbots and Conversational AI on 2025-02-26. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Insight Investment Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-02-18 | Insight Investment Management | Evaluated | Appspace | Appspace Platform | Collaboration | Collaboration |
| 2025-11-04 | Insight Investment Management | Evaluated | S&P Global | S&P Global thinkFolio (ex IHS Markit thinkFolio) | Portfolio and Investment Management | Investment Management |
| 2025-02-26 | Insight Investment Management | Evaluated | Intercom | Intercom Fin ChatBot | Chatbots and Conversational AI | AI-Powered Application |
FAQ - APPS RUN THE WORLD Insight Investment Management Technographics
Insight Investment Management is a Banking and Financial Services organization based in United Kingdom,
with around 1200 employees and annual revenues of $425.0 million.
Insight Investment Management operates a diverse technology stack with applications such as
Cisco Webex Meetings, EpiServer CMS and Salesforce Marketing Cloud,
covering areas like Audio Video and Web Conferencing, Web Content Management and Marketing Automation.
Insight Investment Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, Optimizely and Salesforce.
Insight Investment Management recently adopted applications including
IFDS iFast in 2024, Cisco Webex Meetings in 2021 and Salesforce Marketing Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Insight Investment Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Insight Investment Management’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Insight Investment Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.