News & Views
Updates from the team and selected thinking on the future of Asset Management Distribution.
XALT and Columbia Threadneedle Investments were finalists in the European FundsTech Provider of the Year: Core Operations & Infrastructure category at the Funds Europe Awards 2025.
Despite rapid advances in sales technologies, the pace of evolution in fund sales has fallen behind.
The industry still has a shortfall in sales-enabling content despite its strength in asset-servicing materials.
Why scalable sales technology matters to Asset Management success.
UK Heads of Distribution share insights from XALT’s London Leaders Roundtable.
An Ignites Europe article exploring the growing professionalisation of Distribution sales.
Patrick Murphy, Simon Dale and JB Beckett discuss what the next generation needs.
Why outdated processes, rather than sales capability, are holding teams back.
Common myths facing Asset Managers aiming to optimise sales strategies.
A contrarian view on industry pessimism and constructive thinking for new opportunities.
Three themes from a debate with global Asset Management marketing leaders.
Why Asset Management Distribution needs a structural step change.
Key takeaways on why fund campaigns fail and the interplay between marketing and sales.
Industry processes that create friction without creating client value.
Insights from leading Asset Management CMOs discussing why fund campaigns fail.
Connecting teams around scalable revenue generation.
Why lower-margin products and longer acquisition cycles are pinching global asset managers.
Practical lessons from industrialisation for asset managers navigating profitable growth.
Ten practical steps to improve client experience, effectiveness and competitiveness.
Perspectives on client-centricity following XALT’s Breakfast Briefing.
XALT confirms its future focus and announces senior appointments following client expansion.
Russ Elliot and Patrick Murphy discuss AI-driven intelligence for Distribution teams.
XALT and eVestment partner to deliver investment insights with innovative AI.
Capture structured engagement data, act while the signal is relevant and close the learning loop.
Data only creates value when it is connected into relevant, actionable intelligence.
Use client and investment data to create more relevant insight and deeper engagement.
Connect Salesforce with specialist applications rather than asking one system to do everything.