2022 Fall ForumMarketing Innovation as a Digital Multiplier
October 24 – 26, 2022
Welcome to Atlanta!
Forums are not like other conferences you may have been to. They are designed to maximize the free exchange of experiences and interests amongst its member participants in a balanced way. You will find three types of engagement options in three different ways:
- General Sessions with everyone in a ballroom setting and a more formal, directed conversation.
- Breakout Sessions are a mix of topics and agenda items that are participant-driven discussions and working sessions.
- Social Settings such as meals, receptions, activities, and other events to allow more self-directed interaction and networking.
These represent the three key mechanics we use to help you and your organizations learn and grow at the Forums. Every breakout session at the Forum is a dynamic conversation and discussion between members in which to share best practices and successes along with learning from one another about beginning, implementing, and improving on your own efforts. The breakout sessions are purposely succinct in their titling and description to allow the participants to drive more of the content, priority, and overall direction of the sessions. Facilitators from each session you register for will be reaching out to you in advance to gain your input for that session and help ensure that you are able to maximize your participation in it.
In addition to member participants from a broad spectrum of asset management firms, a curated selection of Vendor Partners has been invited by members for showing deep understanding and dedication to this space in the financial services industry and in particular to Sales, Marketing, Client Servicing and the tools, technologies, and practices that enable them. However, unlike other conferences, our Vendor Partners do not have booths, tables, or other dedicated space at the events. On the contrary, we invite them to participate in the sessions as a means for them to continue learning about what we are tasked with, how they may be of help and how they have assisted others in similar situations as us. They are forbidden from making sales pitches but encouraged to share their accomplishments and experiences with you as source of expertise and broad exposure to our industry. As such please be open to learning and sharing with them. It’s free!
Helpful Numbers During Your Stay
- Hazem Gamal: (917) 561-9553
- Hotel Front Desk: (770) 395-3900
- SAVOR bar & kitchen: (770)-280-9877
Upcoming SME Forum Events
Spring SME Forum
April 2023, Date & Location TBC
Global SME Forum
June 2023, London, England
Fall SME Forum
October 2023, Date & Location TBC
2022 Fall Forum: By The Numbers
Download Session Descriptions (pdf)
Monday, October 24
All Day: Golf, Tennis, Atlanta Excursions
4:00 PM: eVestment hosted reception at 100 Glenridge Point Parkway (Shuttle from hotel at 4pm and returning by 6:30pm)
6:30 PM: Optional Dinners open to all (meet in Lobby)
Tuesday, October 25
6:30 AM: Optional: Jog, Run, Tennis
8:00 AM: Registration and Networking Breakfast (Ballroom)
9:00 AM: Kickoff and Opening Remarks Hazem Gamal, COO, SME Forum
9:30 AM: Asset Management Marketing – Arts and Crafts or Revenue Driver? Tim Kresl, Broadridge
10:30 AM: Breakout Sessions:
S1 Mercer: Working Session: Establishing Sales Activity Benchmarking
S2 N/A: DEI session converted to Lunch Topic Table on Tue & Wed
S3 Kern: Developing Next-Best-Action Capabilities (Tools & Tech)
S4 Rogers: User Identification and Segmentation for Marketing
Noon: Networking Lunch with optional Topic and Vendor Tables (Bernstein)
1:30 PM: Distribution Intelligence: The Next Chapter. Panel discussion led by Scott Kasper, Olmstead Associates
2:30 PM: Networking Break
3:00 PM: Breakout Sessions:
S5 Mercer: Working Session: Defending and promoting Tech investment
S6 Porter: Impact of Third-Party service augmentation on operations
S7 Kern: More Analytics NOT Data Management
S8 Rogers: Pursuing the elusive “Client 360”
4:30 PM: By The Numbers: How Advisor Needs Are Changing Amid Economic Uncertainty. Bill Sheldon, MarketBridge
5:30 PM: Reception then Dinner for all participants and guests (Onsite)
Wednesday, October 26
6:30 AM: Optional: Jog, Run, Tennis
7:30 AM: Networking Breakfast (Ballroom)
8:30 AM: Rethinking Distribution: Leveraging Analytics, Marketing, & New Approaches to Sales. Panel discussion led by Lee Kowarski, SS&C
9:30 AM: Breakout Sessions:
S9 Mercer: Working Session: Next Best Action programs that work
S10 Rogers: Rebalancing Digital Marketing with Distribution post pandemic
S11 Kern: B/D Data Packs and Third-Party Data Integration
S12 Porter: Emerging technologies in relationship intelligence
11:00 AM: Networking Break
11:15 AM: CDP in Asset Management: Myth and Reality with Marianne Hewitt, Growth Strategy Group
Noon: Networking Lunch with optional Topic and Vendor Table (Bernstein)
1:30 PM: Breakout Sessions:
S13 Mercer: Working Session: Improving Salesforce.com for Asset Management
S14 Porter: Implementing CDP Programs in Asset Management
S15 Rogers: Emerging Non-US Data Sources and subscription services
S16 Kern: Applying artificial intelligence for next best action use cases
3:00 PM: Digitalizing Behavioral Insights to Deliver Customized Experiences. Hugh Massie, DNA Behavior
4:00 PM: Closing Reception and Networking (In/Outdoor Terrace)
5:00 PM: Forum Concludes and Departures
6:00 PM: Optional Dinners open to all (meet in Lobby)
Thursday, October 27
- 8:00 AM – 12:00 PM: The SME Forum Leadership Council Breakfast and Meetings (By Invitation Only. Contact Hazem Gamal )
Speaker & Panelist Biographies
The SME Forum, COO
In 2018 Hazem took over the SME Forum and focuses most of his efforts there. Since its founding more than 15 years ago, The Forum has been a growing dynamic community of practitioners from the Asset Management industry who have roles in supporting the Sales, Marketing, Operations and Technology departments of their respective organizations. The deep degrees of trust in sharing best practices, avoiding pitfalls, and learning from one another are hallmarks of how valuable this community continues to be for each firm and the individual employees.
As one of the original members, he has been a continual driver of the Forum’s growth and maturity since its inception in 2003. Initially the senior representative for OppenheimerFunds, he grew to be a leader in the development of the CRM Forum, providing guidance, mentorship, facilitation and participation in various aspect of the organization’s events over the years. Hazem took over ownership and primary responsibilities for running the organization in 2018. He also continues to provide consulting services to the industry under his Thoth Advisory Services organization.
Prior to the Forum, Hazem spent more than fifteen years at OppenheimerFunds in several different roles, always as a proven change agent to help define and implement appropriate and necessary improvements to propel the business. He worked most closely with the sales and marketing divisions directing their technology needs and adoption, onboarding third-party services, in addition to portfolios such as data management, reporting and analytics, business continuity and disaster recovery, among other responsibilities.
Principal of Distribution Insight at Broadridge
Tim Kresl is a Principal of the Distribution Insight team at Broadridge. Tim has spent his career partnering with leading financial services providers to help translate data and research into meaningful actions that improve business outcomes.
Tim co-founded Atom Analytics in January 2018 with the goal of helping financial services providers use their existing data more effectively and systematically to drive distribution effectiveness. In July 2018 Atom Analytics joined Broadridge as part of the Data & Analytics group. Broadridge’s new Distribution Insight team now combines in-depth interviews with key stakeholders, an unmatched distribution dataset, cutting-edge data science techniques, and their unique view of the customer landscape with clients’ business goals and data to create bespoke segmentation strategies and client journey maps.
Prior to starting Atom Analytics, Tim was a Principal of Market Metrics and subsequently a Strategic Advisor to Strategic Insight. In these roles he became a recognized leader in the industry for utilizing data to drive distribution effectiveness. He has worked with a range of asset managers to design sales territories, develop optimal rotations, implement data-based solutions, and train end users to drive adoption.
In addition, Tim has worked extensively with senior managers to develop management tools that measure the effectiveness, productivity, and improvement of their distribution organizations. Tim completed his undergraduate studies at the University of Vermont, graduating with a Bachelor of Science in Business Administration.
Olmstead Associates, Client Engagement Practice Manager
Scott is the Manager of Client Engagement Practice for Olmstead. He joined Olmstead in May 2021 and focuses on engaging Olmstead clients about their business operations, sales enablement tools, information management and improving user adoption. Scott has 30 years of experience in the mutual fund distribution industry. His time at Ivy Investments and American Century afforded Scott opportunities in sales, marketing, and business operations. Scott is from Kansas City, an active leader in Boy Scouts and professional percussionist. Scott and his wife, Beth, have three grown children, all who are also musically inclined.
Marketbridge, SVP, Financial Services Practice Lead
With over 20+ years working with financial services clients, Bill knows the most effective data-driven sales and marketing approaches for banking and investment clients.
Prior to rejoining MarketBridge, Bill was the Chief Solutions Officer at Angoss Software, with overall responsibility for the design, development and deployment of predictive analytic solutions within major financial services accounts, including Great West, MetLife, Oppenheimer, Allianz, and Alliance Bernstein among others.
Recently Bill has been helping investment firms navigate the changing distribution landscape and align sales and marketing teams in digitally focused initiatives.
SS&C Technologies, VP, Head of Distribution Solutions
Lee Kowarski is a Vice President with SS&C Technologies, overseeing the firm’s Distribution Solutions products and services, including data management (SalesConnect), analytics (WalletShare), research, and consulting. This team is focused on helping asset and wealth managers find opportunity amongst disruption.
A graduate of New York University’s Stern School of Business, Lee entered the asset management industry as part of RSM McGladrey’s consulting practice before co-founding kasina in 1999, which was subsequently acquired by DST Systems’ in 2015 and then a part of SS&C’s acquisition of DST in 2018.
Lee and his wife, Melinda Miller, live on Manhattan’s Upper West Side and are active in the hospitality world, including supporting Rethink Food and the James Beard Foundation.
The Growth Strategy Group, Principal
Marianne is a recognized thought leader in digital marketing trends and an implementer of marketing programs, practices and organizations. Her career includes Fortune 100 manufacturing, insurance and high tech positions in marketing, sales and IT. Ms. Hewitt is a member of and blogs for the CDP Institute.
DNA Behavior, Executive Chairman and Founder
For this presentation, Hugh Massie will be your “Chief Behavioral Officer” showing you the future world of operational and tech tactics that unleash the secret weapon of behavior and money energy mastery for achieving optimization of organizational performance.
Hugh is known as the Money Energy Pioneer. He is a “reformed accountant” who has become a high-stakes decision orchestrator, behavioral finance innovator, identity podcaster, boys without father’s mentor, devoted dad and keen golfer. In 2001, Hugh founded the Atlanta-based DNA Behavior International as “The Behavior and Money Insights Company.” His “understanding people before numbers” approach empowers people to firstly discover their inherent DNA Behavior style hard-wired from early in life prior to analyzing the hard data and also to build an enhanced relationship with money.
For organizational decisions, Hugh focuses on measuring and managing the inherent behavioral variability and diversity, which naturally comes from the many invisible human behavioral differences. With his team, he has led the development of over 100 apps which deploy DNA Behavior’s insights making them actionable on a scalable basis across organizations.
DNA Behavior, President and Chief Energy Officer
Leon Morales is President and Chief Energy Officer of DNA Behavior International, “The Behavior and Money Insights Company.”
The company pioneers behavioral finance insights for real results in real time, including an Independent Software Vendor (ISV) program for firms. Leon describes the firm’s “why:” Intensified behaviors caused by money attitudes and other factors like stress can derail individual and organizational performance. He says the company addresses – via an all-in-one, cloud-based plug-and-play platform – the evolving role of leaders and coaches is increasingly called on to be mentors and behavioral coaches. He is a seasoned leader and consultant with deep experience in finance, technology, operations, accounting, and organizational change.
Leon is passionate about assisting organizations in unlocking the power of human behavior acceleration through the practical application of behavioral insights He has a strong passion to help organizations focus on Behavioral Diversity to unlock talent in innovation. Leon is an avid runner and cyclist.
MGallotto Consulting LLC., President
Mario is the founder of a boutique consulting firm MGallotto Consulting LLC. Mario is guiding Asset Managers to leverage their existing data and maximizing sales and marketing distribution and analytics processes. He has over thirty years of experience in Financial Services having held Head of Business Intelligence positions at both State Street Global Advisors and John Hancock. In these roles he has overseen reporting, analytics, and CRM data teams. Mario is always striving to use data and technology that will give clients a competitive advantage.
Mario received a Bachelor’s degree in Finance from Suffolk University in Boston, Massachusetts in 1985 and his Executive Masters in Business Administration (EMBA) in 1996.
Mario enjoys spending time with his family and friends, playing basketball, golf, and traveling. He has been married to his wife Mary for over 20 years and they have three children: Michael, Ana, and Marissa
The SME Forum
Inderjit S Chhatwal is a veteran of the Asset Management and Technology domains, with over 30 years of experience in IT, of which about two-third has been in managing IT efforts for Asset/Wealth Management. Inderjit’s broad and deep understanding of mutual funds distribution business, related technologies and data affords him to lend a unique blend of both business and technology perspectives.
Inderjit managed multiple technology teams working on various CRM and data efforts for the Sales and Distribution business line for Oppenheimer Funds, with overall responsibility from inception to adoption. His keen interest in latest technology trends brought Design Thinking approach to Oppenheimer as well as utilization of data science for predictive modeling. Prior to Oppenheimer, Inderjit was leading the Distribution Technology team supporting sales and marketing efforts at Allianz Global Investors.
Institute for Innovation Development, Founder and Dean
Bill Hortz is a business innovation writer, independent business consultant, and Founder/Dean of the financial services business innovation focused Institute for Innovation Development.
Bill has over 30 years of experience in the financial services industry including creatively restructuring and developing internal/external sales and strategic account departments for 5 major financial firms; entrepreneurially pioneering new markets in the early days of the financial advisor fee-based movement and financial alliance programs in the US; and created many non-traditional and engaging advisor educational events with major financial firms including OppenheimerFunds, Neuberger&Berman, Peregrine Asset Management (HK), and Templeton Funds Distributors.
His wide-ranging experiences have led Bill to a strong belief, passion and advocation for strategic thinking, innovation creation, and strategic account management as the nexus of business forces needed to address a business environment challenged by an accelerating rate of change.
Bill loves working with senior executives, sales/strategic account departments, and financial advisor teams in developing effective ways of using innovation resources and developing innovation skills. He considers himself a life-long “student of human nature” and is well known for his enthusiasm, creativity, and resourcefulness.
Bill is married, with two grown children (and 2 grandchildren!), living in the Tampa Bay area. He enjoys reading, engaged conversation, bicycling, spelunking, and traveling with his family.
Little known facts: Bill worked on the last remaining docks of NYC as an underage teen, worked for the man in Hong Kong that the book Tai-Pan was based on, and constantly seeks out off-off-off broadway theatre, performance art, live music performance, and modern art museums.
For more than 30 years, HSO has focused on helping organizations get sustainable results through the use of technology. We have grown into one of the world’s leading Microsoft partners, supporting local and international businesses in pursuit of digital transformation…
For more than 30 years, HSO has focused on helping organizations get sustainable results through the use of technology. We have grown into one of the world’s leading Microsoft partners, supporting local and international businesses in pursuit of digital transformation. We use state-of-the-art technologies, including Microsoft Dynamics 365, Azure cloud platform, and our unique, industry-specific solutions, along with expert cloud services, business process consulting, and custom application development to help you get to where you want to be.
Ready to pave the way to innovation? Whatever you’re ready for, we have the people, experience and solutions to make it happen.
Learn More: https://us.hso.com/
Broadridge, a global Fintech leader with over $4 billion in revenues and part of the S&P 500® Index, enables corporate governance, powers capital markets and helps wealth and asset management…
Broadridge, a global Fintech leader with over $4 billion in revenues and part of the S&P 500® Index, enables corporate governance, powers capital markets and helps wealth and asset management firms grow. We provide communications, technology, data and analytics that help enrich engagement, navigate risk, optimize efficiency and drive revenue growth. We process $5 trillion in fixed income and equity trades daily, manage shareholder voting in 90 countries and deliver essential communications for 5,000 brands. From our unique vantage point, working side by side with our clients, we help businesses get ahead of today’s challenges and capitalize on what’s next.
Learn More: www.broadridge.com
The Source for Institutional Intelligence
eVestment, a part of Nasdaq, provides institutional investment data, analytics and market intelligence covering public and private markets. …
The Source for Institutional Intelligence
eVestment, a part of Nasdaq, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.
Learn More: www.eVestment.com
ForwardLane is an applied artificial intelligence company that accelerates digital advisory and distribution in wealth management, asset management and commercial banking. We do this by…
ForwardLane is an applied artificial intelligence company that accelerates digital advisory and distribution in wealth management, asset management and commercial banking.
We do this by synthesizing vast quantities of collective firm intelligence and market data, dramatically accelerating the productivity of financial services professionals.
Learn More: http://forwardlane.com/
Serving 5,000+ wholesalers in the asset management industry from firms with over $7.6 trillion in total market capitalization, Hey DAN (formerly Dial-A-Note) is the premiere voice to CRM solution…
Serving 5,000+ wholesalers in the asset management industry from firms with over $7.6 trillion in total market capitalization, Hey DAN (formerly Dial-A-Note) is the premiere voice to CRM solution. Salespeople simply dictate and Hey DAN deposits the information directly into your CRM. Drop-down menus, check boxes and other unique fields are quickly filled out, without the salesperson’s help. Hey DAN is the first voice to CRM solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete.
Hey DAN is also the only voice to CRM solution that passes all security requirements within the asset management industry.
Beyond CRM entry, Hey DAN has built a sterling reputation for low-cost, high quality data management solutions. From expense entry to data scrubbing, list building and data mining, Hey DAN does the work behind the scenes so your sales team and support staff can work on high value tasks resulting in a phenomenal ROI.
Hey DAN was founded in 2006 specifically to support the asset management industry. It has since launched its own nonprofit foundation helping deliver relief to the poorest of the poor around the globe. To learn more visit http://www.feathersproject.org/
Learn More: https://heydan.ai/civicom/
Kyloe is a software provider with an exclusive focus on Salesforce solutions for Asset Managers. Kyloe’s offerings include end-to-end Salesforce overlays and modules for Institutional and Intermediary Distribution Sales and Marketing, as well as pre-built Salesforce integrations…
Kyloe is a software provider with an exclusive focus on Salesforce solutions for Asset Managers.
Kyloe’s offerings include end-to-end Salesforce overlays and modules for Institutional and Intermediary Distribution Sales and Marketing, as well as pre-built Salesforce integrations for many of the leading data providers servicing the Asset Management Industry. Our team has been delivering Salesforce solutions since 2004 for many of Salesforce’s leading financial services clients.
Learn More: www.kyloe.digital
MarketBridge is the leading provider of rapidly scalable, innovative go-to-market solutions for Marketing, Sales and CX leaders. With over 25+ years working with financial services clients, we know effective data-driven distribution approaches for investment clients…
MarketBridge is the leading provider of rapidly scalable, innovative go-to-market solutions for Marketing, Sales and CX leaders. With over 25+ years working with financial services clients, we know effective data-driven distribution approaches for investment clients. Our unique approach, Go-to-Market Science, uses analytics, insight, and data to help investment firms navigate a competitive landscape and align sales and marketing teams in digitally focused initiatives.
Learn More: https://market-bridge.com
Mertius Business Solutions, Inc.
Meritus focuses on large, enterprise-sized, complex engagements with strategic customers in Financial Services, Healthcare, and Manufacturing. Co-Founders, Barney Holmes and Bill Zarbock…
Meritus Business Solutions
Meritus focuses on large, enterprise-sized, complex engagements with strategic customers in Financial Services, Healthcare, and Manufacturing. Co-Founders, Barney Holmes and Bill Zarbock have more than 40 combined years of CRM and business process experience. We were Infor CRM Partner of the year in 2016, 2017 and 2020 and are a top-tier Creatio partner (formerly bpm’online).
Founded in 2010 and headquartered in Bedminster, New Jersey. Meritus has built a reputation for time-to-value delivery and high levels of customer satisfaction. End users are at the heart of our delivery and service processes.
We have the largest and most tenured team of certified Infor and Creatio employees. We hire skilled Software Engineers and train them on supported CRM product suites and our unique service methodologies. Each consultant is degreed with at least five years of applicable business experience.
For large customers, consultant teams cross-train to learn their implementations, organizational and business processes. Our focused service offerings include; Customer Relationship Management (Infor CRM and Creatio), Mobile Solutions, Business Process Management and Workflow Automation, Service Integration, Big Data/Data-Driven processes and Machine Learning/Artificial Intelligence.
Meritus blends elements from Agile and Waterfall methodologies. We have found that this approach lowers overall delivery costs, reduces future rework and provides insight into end-state delivery budgets as Sprints take into consideration broader views of workflows and future anticipated integrations. Our highly experienced analysts’ partner with you to understand and utilize the most appropriate process to meet your needs.
Learn More: https://www.meritusbusinesssolutions.com/
Olmstead is a data-centric consulting firm with an exclusive focus on the asset management industry. We provide consulting expertise to help with operational transformation and sales enablement solutions. We have the data management expertise that makes all those solutions play nicely together…
Olmstead is a data-centric consulting firm with an exclusive focus on the asset management industry. We provide consulting expertise to help with operational transformation and sales enablement solutions. We have the data management expertise that makes all those solutions play nicely together.
Our experience is deep and includes sales and marketing enablement, client reporting and communications, CRM, distribution & customer intelligence, and digital/web projects. Our Operations, Technology, and Data experts, along with proven methodologies and leading-edge tools help our clients make better decisions and lower project risk.
Olmstead is also the only certified Seismic implementation and development partner. Our focus on the asset management industry allows us to deliver best practices and develop industry-specific solutions based on practical use cases. We have a deep understanding of how the Seismic solution can integrate with your suite of distribution solutions and deliver the full value of the tool.
Data Lifecycle Management
Modern Data Strategies
If these ideas resonate with you, please contact Scott Kasper. Scott is a 15-year member of the SME Forum and recently joined Olmstead. Please visit the Olmstead website for additional information about our practice and blog entries about many of these topics.
Learn More https://www.olmst.com/
We help asset managers use data to connect investment products to the clients who will benefit from them most. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting…
We help asset managers use data to connect investment products to the clients who will benefit from them most. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting—all while integrating with their CRM, BI platforms, and other systems. The SalesPage family of products includes SalesPage Enterprise distribution data platform solutions, SalesStation outsourced data management, Advisor Atlas team data, LumaSuite data service, and Clarity Compliance for 22c-2. SalesPage’s total value combines our industry-specific solutions, a staff with deep industry knowledge, and a close-knit client community who help guide our product development.
Learn More: https://www.salespage.com/
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the…
SS&C has been helping investment and financial firms of all types gain that advantage for more than 30 years. Grounded in our deep knowledge and understanding of your business, our technology-powered solutions and services help you run your operations more efficiently, compete more effectively and grow more profitably. Through data management, market share services, advisor practice analysis, industry research and consulting, we provide you with distribution intelligence and expertise to manage your data, gain insights and ignite growth in your business.
Learn More: www.ssctech.com
Synthesis helps investment companies go-to-market at scale, using our data-first approach to automation. For more than 20 years, we’ve helped investment companies reduce the time and costs associated with producing sales and marketing content like fact…
Synthesis helps investment companies go-to-market at scale, using our data-first approach to automation.
For more than 20 years, we’ve helped investment companies reduce the time and costs associated with producing sales and marketing content like fact sheets, commentaries, pitchbooks, and websites. By leveraging our data and content automation platform, marketers dramatically improve operational efficiency and speed-to-market of data-driven investor communications.
Learn More: https://www.synthesistechnology.com/
XALT Sales Optimisation
XALT is an industry-leading sales optimisation platform for global Asset Managers which puts data and insights at the heart of Asset Management distribution and enables digital-first sales teams to deliver maximum value to their clients…
XALT is an industry-leading sales optimisation platform for global Asset Managers which puts data and insights at the heart of Asset Management distribution and enables digital-first sales teams to deliver maximum value to their clients.
Winner of Best Use of Data at the Investment Week Innovation Awards 2020 and a FinTech Start-Up award at the Digital Client Engagement Summit 2019, XALT currently supports global Asset Managers with over $4tn of assets across 15 countries and 5 continents, transforming sales teams so they have greater insights, can go further for their clients, and deliver asset growth.
XALT delivers three core benefits to global Asset Managers:
1. Deeper sales intelligence – providing the technology to unite all relevant data to generate timely and relevant insights.
2. Stronger client experience – enabling more personalised, digital-first client-specific communications before sales opportunities are missed.
3. Better business results – delivering data-led insights that help maximise impact on asset retention and growth.
XALT helps its clients stand out from the crowd and achieve profitable growth through a combination of technology and human insights powered by deep industry expertise and data knowledge.
XALT is a PureGroup application. PureGroup is a UK-based financial technology business focused on empowering global Asset Managers to grow assets, increase profitability, and become tomorrow’s leaders.
PureGroup was established in 2013, has its HQ in London, and development centres in Portugal and Lithuania.