NEOS Investments Sales Trigger: Hire of Wes Mathews
NEOS taps Wes Mathews to lead ETF strategy. Use this trigger to pitch derivatives analytics and investor education tools—boost your deal flow and close faster.
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🚀 Battle Card: NEOS Investments
Quick trigger:
👤 Decision Maker in the News
- Wes Mathews, Senior Managing Director, Head of Investment Strategy · 🔗 LinkedIn
💡 Why It Matters
- As an NEOS Investments sales trigger, this hire accelerates product innovation and deepens expertise in options-based ETF income strategies. → Source
🎯 Core Pain Point
- Scalable development of innovative, income-focused ETF products
- Investor education on complex derivatives and tax-efficient strategies
💰 What to Pitch
- Primary: Derivatives Analytics Platform → Accelerate product design cycles
- Expansion: Investor Education Solution → Boost client engagement and fund adoption
🗺️ Quick Context
- HQ: Westport, CT
- Employees: ≈ 25
- Rev: ≈ $10 M
- Website: https://neosfunds.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win NEOS Investments’s business.*
- Bloomberg — Derivatives Analytics Platform
- Unique edge: Real-time options & risk analytics
- Evaluated by Head of Investment Strategy for data depth
- FactSet — Portfolio & Risk Management
- Unique edge: Integrated data feeds + modeling tools
- Evaluated by Product Development leads for flexibility
- SimCorp — Investment Management Software
- Unique edge: End-to-end front-to-back solution
- Evaluated by IT & Ops for integration
✅ Do-Now Checklist
Connect with all decision makers on LinkedIn (links above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Leverage this NEOS Investments sales trigger in your outreach
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Stay ahead of every NEOS Investments sales trigger—intel delivered daily.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑Derivatives Analytics Platform to accelerate ETF product design❑
PROOF_METRIC = ❑2x faster design cycles❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Wes Mathews
COMPANY = NEOS Investments
DEPT = Investment Strategy
SIZE = ≈ TBD
BOTTLENECK = Scalable development of innovative, income-focused ETF products
EVENT = Expands Executive Team with Appointment of Wes Mathews
DETAIL = Appointment of Wes Mathews
PAIN = Scalable development of innovative, income-focused ETF products
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251030550477&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 25
REV_EST = ≈ $10M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Investment Strategy
Wes Mathews—noticed your Investment Strategy team is ≈ TBD.
That’s when Scalable development of innovative, income-focused ETF products slows growth.
We helped ≈ TBD fix this with Derivatives Analytics Platform to accelerate ETF product design.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Appointment of Wes Mathews — Scalable development of innovative, income-focused ETF products.
Derivatives Analytics Platform to accelerate ETF product design. 2x faster design cycles.
Quick chat?