2025 Global SME Forum
Evolution in a Revolution: How we Adapt and Adopt
June 17 – 18, 2025
DoubleTree by Hilton – Tower of London
We’re excited to be back in London for a 10th Year!
There is a revolution in the world of technology happening now. It has been evolving for many decades but it’s capacity to exponentially impact our personal and professional lives has started to become clearer these past few years. At the Forum we experienced an initial trepidation to engage with the new developments in this space, to quickly embracing its possibilities without understanding how, and now, we believe, our initial expectations of how AI can positively impact our operations and customer experiences alike are becoming much more realistic. Hence, OUR “Evolution in a Revolution”. Our industry is known as a slow adopter but this technology will not allow for fast adoption later. We must find ways to prepare for and evolve with the opportunities it provides in meaningful, low risk ways. There is much we can do to “Adapt and Adopt” We’re excited that you are joining us as we explore and shed light on our early successes.
In our 10th year, this annual day and a half in London each June is dedicated to bringing together the Marketing, Operations, Technology , Sales and Distribution enablement professionals in the Global Asset Management industry to get together to share with one another, learn about new practices, and build networks of support and help that you can continue to leverage and turn to when and as you need. The SME Forum is on a mission to build and sustain a high trust community of practitioners who can collectively help improve each of us and our specific challenges and opportunities.
Helpful Numbers During Your Stay
- Tony Busacca: 1+ (908) 672-8200
- Hotel Front Desk: +44 20 7709 1000
- Savage Garden: 020 7709 1022
2025 Global Forum: By The Numbers
Attendees
Firms
Sessions
Speakers
Programme
Tuesday afternoon, June 17, 2025
12:00 Lunch, Registration and Networking (Garden Gallery Foyer)
13:30 Welcome and Opening Remarks, Tony Busacca and Mario Barbato (Garden Suites)
13:45 Embrace Buying Signals to Streamline AM Distribution with Simon Daniels, Marketing Operations, Percassity
14:30 90 Minute Working Breakout Sessions (Facilitated Participant-Driven Discussion):
Room G 3/4 : Global Success Stories in Trigger-based (Next Best Action) Sales Campaigns
Room G 5: Redesigning Client Journeys through Regional Personas
Room G 1/2: Unlocking Value from Unstructured Data Across Global Systems
16:00 Coffee and Refreshment Break
16:15 Bridging the Disconnect: What Sales Say They Need to Win — and Can We Deliver It? Patrick Murphy, XALT
17:00-20:00 Reception, Wine Tasting, Food & Networking all are welcome (Hosted Bar, Canape’s, Heavy Hors D’Oeuvres – Wild Side Rooftop)
Wednesday all day, June 18, 2025
8:30 Registration and Networking Breakfast (Garden Gallery Foyer)
9:00 Welcome and Opening Remarks, Tony Busacca and Mario Barbato (Garden Suites)
9:15 How to Consolidate Your Stack and Drive Value with Andy Mullings, Global Director, Bluprintx
10:15 Coffee and Refreshment Break
10:30 90 Minute Working Breakout Sessions (Facilitated Participant-Driven Discussion):
Room G 5: Comparing CRMA, Tableau, and Power BI for Global Sales Enablement
Room G 1/2: Supporting Distributed and Cross-Market Sales Teams
Room G 3/4: Why Aren’t You Driving Value from Your Technology Stack?
Noon Networking Lunch (Hot Sit-Down Buffet in City Café Restaurant)
13:30 90 Minute Working Breakout Sessions (Facilitated Participant-Driven Discussion):
Room G 1/2: Innovations in Sales Distribution Technology
Room G 3/4: Aligning Sales and Marketing in Cross-Border Lead Strategies
Room G 5: Operationalising Third-Party Data Across Markets
15:00 Closing Workshop Session with Key Take-Aways and Next Steps
16:00 Closing Reception and Networking until 19:00 (Hosted Bar & Canape’s –Savage Garden Rooftop)
Breakout Session Room Assignments
G 1/2 = Gallery 1 & 2 | G 3/4 = Gallery 3 & 4 | G 5 = Gallery 5
Speakers Include:
Mario Barbato
The SME Forum
Mario began his career at Lord Abbett leading the firm’s effort to build Sales & Marketing data analytics functions, develop digital marketing strategies and create a comprehensive client touch point data analysis to facilitate client segmentation, predictive analytics, lead management, and CRM engagement. Through this work, he initiated a wholesaler training program to drive adoption of both the data & technology to help meet business plan goals.
Most recently Mario served as Chief Transformation Officer responsible for leading change management in Lord Abbett’s Technology and Operations areas in an effort to enhance agility throughout the firm. This included overseeing the integration of data management and analytics, reporting, and technology to increase efficiency, create an information advantage, and drive transformation across the organization. In this role, Mario led key initiatives such as; the migration of the firm’s Middle Office platform through a Strategic Partnership with a leading provider in the industry, provided strategic thought leadership, implementation planning & development for the firm’s move to a new Investment Management Solution and the development of a strategic product & client data platform for new product launches, customer acquisition/onboarding, lifecycle, and retention initiatives through interactive data analytics, visualization, & management tools.
Tony Busacca
The SME Forum
Anthony Busacca is a highly accomplished business professional with more than 35 years of experience in the corporate world, as well as over 10 years of experience as an entrepreneur. He has a proven track record of success in driving growth, managing teams, and delivering results across a range of industries.
Mr. Busacca began his career in the financial sector, holding senior leadership positions in finance, operations, and business development at several prominent companies. He honed his skills in strategic planning, financial analysis, and team management, and gained deep expertise in industries such as banking, insurance, and investment management.
In 2009, Mr. Busacca made the leap into entrepreneurship, founding his own company focused on providing innovative solutions in the financial services industry. As the CEO of his own firm, he demonstrated his ability to identify new opportunities, develop effective strategies, and build high-performing teams.
Over the course of his career, Mr. Busacca has earned a reputation as a dynamic and results-driven leader. He is known for his ability to think strategically, execute effectively, and drive growth in even the most challenging environments. He has a proven ability to develop and motivate teams, and to build strong relationships with stakeholders across all levels of an organization.
In addition to his professional accomplishments, Mr. Busacca is also actively involved in his community. He has served on the boards of several non-profit organizations, and is committed to giving back and making a positive impact in the world.
Overall, Anthony Busacca is a seasoned business professional with a diverse range of experience and a proven track record of success. Whether in the corporate world or as an entrepreneur, he has consistently demonstrated his ability to drive growth, deliver results, and create value for stakeholders.
Simon Daniels
Revenue Operations Consultant, Percassity Associates
Simon is a revenue operations specialist with experience spanning corporate, consulting, and analyst roles across Europe, North America, and Asia Pacific. He brings together data fluency, technical expertise, and a collaborative approach to driving measurable, revenue-centric outcomes. Whether it’s optimising tech stacks, improving data governance, enhancing demand processes, or refining performance measurement, Simon focuses on scalable solutions that embed operational maturity to align go-to-market strategy and fuel sustainable growth.
Daniel Irons
Independent Consultant - Sales Enablement Specialist
Andy Mullings
Global Director of Sales, Bluprintx
Leading the global sales function, Andy works with enterprise clients to identify the right Bluprintx solutions to drive sustainable growth. As an Adobe Champion, Andy is a frequent industry speaker and deeply committed to sharing strategies for enhancing technology, boosting team efficiency, and delivering separate talks on improving mental health in the workplace. In addition to more than a decade’s experience at Bluprintx, Andy has worked at BNY Mellon, giving him in-depth knowledge of the financial services sector and client needs.
Patrick Murphy
Founder, XALT
Patrick Murphy is an innovator in the financial services industry. Prior to launching XALT he was at the forefront of the transformation of OTC derivative markets to electronic markets at both GFI Group and IMEX, a commodities exchange backed by the Qatari Sovereign Wealth Fund.
As the founder of XALT, he has revolutionised sales operations and client interactions with his groundbreaking platform. With a deep understanding of asset management, his expertise has driven digital transformation and exceptional results. Patrick’s passion for innovation and empowering clients has garnered prestigious awards and recognition. Through XALT, he enables sales teams worldwide to deliver exceptional value and win more assets. His leadership and contributions are reshaping the future of asset management.
Noel Robershaw
Global Head of Business Intelligence, State Street
Andrew Scott
Consulting Associate, Alpha Agency
Solutions Providers
Alphix Solutions
Alphix Solutions is the marketing technology arm of Fundamental Group. Specifically developed for the investment management industry, Alphix Solutions is an award-winning marketing intelligence suite that combines unparalleled sector-specific data with true transparency and rapid AI-powered activation.
Alphix Solutions
Alphix Solutions is the marketing technology arm of Fundamental Group. Specifically developed for the investment management industry, Alphix Solutions is an award-winning marketing intelligence suite that combines unparalleled sector-specific data with true transparency and rapid AI-powered activation.
Learn More: https://alphix.com/
part of Fundamental Media Group: www.fundamentalgroup.com
Bluprintx
Bluprintx
Strategically-minded, data-evidenced, technology-empowered. Stop guessing, start growing. By design.
Learn More: www.bluprintx.com
Broadridge
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
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
Nasdaq eVestment
The Source for Institutional Intelligence
Nasdaq eVestment provides institutional investment data, analytics and market intelligence covering public and private markets. …
Nasdaq eVestment
The Source for Institutional Intelligence
Nasdaq eVestment 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. Nasdaq 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
FINTRX
FINTRX
Website: www.fintrx.com
ForwardLane
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
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/
Hey Dan
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…
Hey DAN
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/
HSO
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…
HSO/AKA
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/
ISS Market Intelligence
Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS Market Intelligence (MI) division provides critical data and insight to global asset managers…
Institutional Shareholder Services (ISS)
Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS Market Intelligence (MI) division provides critical data and insight to global asset managers, insurance companies and distributors to help them make informed, strategic decisions to manage and grow their business.
Through its industry-leading combination of proprietary and integrated datasets, in-depth global research and reliable executive engagement, ISS MI delivers solutions for market sizing, competitor benchmarking, product strategy and opportunity identification across a wide range of financial products including funds, annuities, insurance, mortgages, and other instruments. The ISS MI group includes the industry-leading data platforms Simfund, BrightScope, Local Market Share, and Financial Clarity, as well a full collection of global research and analytic services including Investor Economics, Market Metrics, and Plan for Life.
Learn More: https://www.issgovernance.com/si-joins-iss/
Kyloe Digital
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 Digital
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
Olmstead Associates
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 Associates
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.
Seismic
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.
Salesforce
Seismic
Marketo
PowerBI
Tableau
Solution Architecture
Data Lifecycle Management
Data Warehouse
Data Governance
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/
SalesPage
SalesPage Technologies partners with asset managers worldwide to enable data-driven distribution by mastering data, integrating intelligence, and building solutions that help achieve your business objectives. Asset managers must rely on data they receive from a myriad of sources at different times in numerous formats to provide insight into a variety of business lines…
SalesPage
SalesPage Technologies partners with asset managers worldwide to enable data-driven distribution by mastering data, integrating intelligence, and building solutions that help achieve your business objectives. Asset managers must rely on data they receive from a myriad of sources at different times in numerous formats to provide insight into a variety of business lines. Ultimately, this information must be synthesized and integrated seamlessly with CRM, analytics, and BI tools, and your firm’s internal proprietary data to enable asset managers to make intelligent, value-driven decisions firmwide. SalesPage is the catalyst that makes that transformation possible. Excellence in client service, deep industry knowledge, technical strength, and extraordinary teamwork are what have defined us for over 40 years. As the industry continues to evolve, SalesPage is adapting continuously to new challenges, embracing innovation, and staying ahead of emerging trends to ensure we remain leaders in our field.
Learn More: https://www.salespage.com/
Contact:
SS&C Technologies
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 Technologies
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
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
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.
Website: https://xalt.io/