XALT and Columbia Threadneedle Investments finalists in "European FundsTech Provider of the Year: Core Operations & Infrastructure" category at Funds Europe Awards 2025.
Fund sales expert Simon Dale argues that despite rapid advances in sales technologies, the pace of evolution in fund sales has fallen behind.
XALT Founder Patrick Murphy points out the industry’s shortfall in sales-enabling content, despite strength in asset-servicing materials.
In our first “Upskilling the Next Generation of Fund Salespeople” audio post, JB Beckett stresses the importance of scalable sales tech for Asset Management success.
An amazing group of UK Heads of Distribution joined our recent Leaders Roundtable in London, sharing valuable insights in an open and engaging session.
XALT Founder Patrick Murphy is quoted extensively in a major Ignites Europe article exploring the growing professionalisation of Distribution sales.
In the first of a series of discussions about what is needed to upskill the next generation of fund salespeople, XALT Founder Patrick Murphy seeks the views of industry sell- and buy-side legends Simon Dale and JB Beckett
Patrick Murphy argues that the challenge facing Asset Managers isn't sales—it's the outdated processes holding teams back.
Patrick Murphy tackles common myths facing Asset Managers aiming to optimise sales strategies for 2025.
XALT's Patrick Murphy offers a contrarian view on 2024's pessimism and lays out constructive thinking for seizing 2025's opportunities.
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:
XALT Founder Patrick Murphy says it's time for a step change in how Asset Management Distribution is structured.
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:
XALT Founder Patrick Murphy reflects on the Asset Management industry's most unhelpful processes
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".
XALT Product Lead James Strojwas shares his views on "Revenue generation as a team sport"
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
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. 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 founder Patrick Murphy shares his views on Client-centricity, including learnings from our recent Breakfast Briefing
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.
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.
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.
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.
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.
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?
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.