Global Marketing Leaders Roundtable Output
Our recent Global Marketing Leaders Roundtable generated much healthy debate and unearthed many fascinating insights from an engaged and talented group. Three themes stood out:
News & Views
Step Change Distribution
XALT Founder Patrick Murphy says it’s time for a step change in how Asset Management Distribution is structured.
London CMO Breakfast Briefing
The round table discussion on "Why Fund Campaigns Fail" unearthed a crucial revelation: the dynamic interplay between marketing and sales holds the key to campaign success. Here are the key takeaways:
The most unhelpful processes in Asset Management
XALT Founder Patrick Murphy reflects on the Asset Management industry’s most unhelpful processes
New York CMO Breakfast Briefing
At XALT we're all about scalable insights - ensuring distribution teams have what they need at all times so they can have more meaningful conversations with their clients, leading to profitable asset growth. Here are the insights from our recent event in New York where a group of leading Asset Management CMOs discussed "Why Fund Campaigns Fail".
Revenue generation as a team sport
XALT Product Lead James Strojwas shares his views on “Revenue generation as a team sport”
Who moved my profit?
Who moved my profit? A question all executives in asset management are addressing. Time to change old ways, reduce CAC and focus on increasing profitability on your asset acquisition
Learnings from ages of Industrialisation
What can Asset Management learn from centuries of Industrialisation? XALT Founder Patrick Murphy offers practical learnings from successive phases of Industrialisation that can help asset managers map a course through the challenge of delivering profitable growth.
Change never stops
Change never stops. Especially not for the Asset Management industry as it enters yet another phase of evolution. After a decade of innovating, what are 10 practical steps you can take to boost your client experience, focus on effectiveness over efficiency, improve employee morale, and elevate your competitiveness?
XALT podcast series: “I’ll get back to you…"
XALT founder Patrick Murphy shares his views on Client-centricity, including learnings from our recent Breakfast Briefing
UK FinTech doubles down
After exceptional growth, UK FinTech doubles down on platform and makes senior hires. XALT, the fastest growing point-of-sale insights platform for Asset Managers, confirms future focus and announces two senior appointments, following client expansion in the UK, US and Europe.
eVestment Partnership Announcement
XALT & eVestment Partner to Deliver Investment Insights with Innovative Artificial Intelligence. PureGroup, through its point-of-sale insights platform XALT, and eVestment, a Nasdaq company and a global leader in institutional investment data and analytics, today announced a strategic partnership under which eVestment data will be integrated into the XALT platform.
Investment Insights with Artificial Intelligence
Russ Elliot, Head of Asset Management Market Intelligence at eVestment is joined by Patrick Murphy, Founder of the PureGroup/XALT platform. Russ and Patrick discuss how a customized data experience driven by artificial intelligence and dynamic insights empowers distribution teams to deliver enhanced client engagement and better outcomes.
Loosely Coupling Salesforce
Do you find that Salesforce devours time from your sales teams to 'feed it' information? Then you have not invested wisely. If you dump everything into Salesforce, it will become a teenager's bedroom! A pit of despair. It's OK for Salesforce not to be the ONLY application your sales team uses. You should select applications for what they do best, their reason for being, and then loosely integrate them.
Client Centric Asset Managers
How to regain your clients' trust and deepen engagement by aligning your Salesforce data to Performance Analytics to create hyper-personalised insights that make you stand out from the crowd. Yes. Data and technology makes you more effective, but more importantly, it makes you look smarter to your clients so that you can win more assets.
Deliver Actionable Insight
Data is important but without it delivering an actionable insight that can be monetised, it is worthless. Delve into how to be smarter by joining data together to form actionable insights that can be monetised .As an industry, are we guilty of overwhelming clients with content that is not specific to their questions and needs?
Next Best Actions
Capture Structured Data to enhance the value of your NBA. Enable your Sales team to take action now. Monetise the signal by providing actionable insights & content tailored to BOTH the signal and the client opportunity. Otherwise you are providing a target but no ability to convert. Track engagement, Feedback, Learn - Close the Loop.