Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.

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.

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.

XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.

We had a gap in true product intelligence, XALT fills this gap perfectly.

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

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

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

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.

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

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

Product specialists love the link back to the portfolios. It's much more useful than ShowPad.

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 a nice solution, very useful.

I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.

It's a nice solution, very useful.

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

Gold standard in seconds.

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

Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.

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.

XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.

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.

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

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.

The bond holdings chart came in very handy. I was able to answer the client’s question straightaway

XALT moves us ahead and shows the art of the possible.

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

Fantastic. A really impressive piece of kit, well done.

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

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.

I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.

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

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

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

We could not build XALT in 5 years if we tried

From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.

XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.

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

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

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.

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

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

A very slick application, we are very impressed.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

XALT is an amazing tool. It is wonderful to have everything accessible in one place.

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

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.

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.

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.

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

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

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

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

We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.

It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.

XALT gives me incredibly quick access to information and is a useful tool for clients.

Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.

This is a true sales enablement application, our sales guys love this.

XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

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

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.