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Asset Managers’ clients have changed and their expectations have risen significantly: they are better prepared, more digitally-savvy, and more knowledgeable than ever before and they expect - they demand! - informed, insightful, hyper-personalized engagement at every meeting. Sales teams need to have better insights at their disposal at all times so that they can go further with their clients and deliver asset growth for their firm.
This means that in today’s increasingly digital and competitive arena, distribution teams need the best tools at their fingertips to optimize sales effectiveness, exceed their client expectations, and deliver at speed and scale. In our upcoming webinar on Wednesday, September , Patrick Murphy founder of UK-based FinTech PureGroup will share learnings from implementations of their industry-awarded Sales Optimization platform, XALT, with global asset managers, highlighting key lessons learned. Introduced to us by member firms, PureGroup was founded in 2013 and is now focused on improving asset manager client engagement in 15 countries across North America, Europe, and Asia-Pacific via its industry-leading sales optimization application XALT, with global customers including Invesco, BNY Mellon, and Pictet among many others. XALT won “Best Use of Data” at the Investment Week Innovation Awards 2020 and “FinTech start-up” award at the Digital Client Engagement Summit in 2019.
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