You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful

You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.

It's cheap! It should be closer to $15k per person.

Gold standard in seconds.

I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.

This is such an exciting application.

XALT is very robust and easy to use.

A very slick application, we are very impressed.

The one stop shop is great; self serve is really useful; it's a really great system.

It saves time for the distribution team and is very efficient.

My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT

XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.

If I was running the team I would 100% roll this out to the entire firm.

I see why sales jump all over this, it's a great tool.

You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.

This is a fantastic product and is used very well in our intermediary channels.

XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.

Before the meeting I was agnostic and now I am very positive. You don't need to sell it, it is obviously a great product.

I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.

This is really useful, I can build a report for a client in seconds.

The integrations are a winner and this is exactly how a sales person should be operating these days.

Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.

It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.

Arguably functionality, level of information and design is better than FE Analytics.

It's a nice solution, very useful.

It's nicely designed. Sending comparisons to clients definitely helps win assets.

It's the holy grail of what we've been looking for. XALT is a very impressive product.

Outsourcing rather than building it ourselves has been a huge win for us.

Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.

What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.

It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.

It's a great way to see our flows in the market. It's a massive benefit, straight away.

It looks like an incredibly useful tool, I can fully see why people are enamoured by it.

It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.

Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.

Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.

It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.

XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.

XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.

The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.

It is so fast, I originally thought it was a trick!

It is easy to find all the information that you need.

It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.

The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.

Tuning sales periods is perfect for clients. And the MI reporting on usages is great.

XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.

XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.

We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.

If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.

When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.

Anything that reduces interactions with Salesforce is a distinct boon.

XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.

It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.

XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.

The amount of information it gives you is overwhelmingly amazing. And it's beautiful.

If we weren't already paying for it, I would happily pay for XALT out of my bonus.

The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.

There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.

One tool for all product related documents. It's perfect.

This is the equivalent of Bloomberg for asset management sales.

It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.

All product specific docs in one place. I love it.

XALT is the best tool we have access to internally. It's so easy and user friendly.

If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"

It's fantastic. I wish I had it in the past.

It's actually realtime data, not monthly. It's simply excellent.

It is an excellent capability.

I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.

XALT is just the tool we need, everything is immediately available

The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.