We could not build XALT in 5 years if we tried

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

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.

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

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.

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

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.

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.

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

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

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

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

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

I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.

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

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

Gold standard in seconds.

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

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.

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

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.

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

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.

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.

A very slick application, we are very impressed.

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

This is amazing, it really is. It is like we have leapt out of the dark ages.

This is the crème de la crème.

When I first saw XALT I was like "oh my god we could do with something like that!"

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

Anything that reduces interactions with Salesforce is a distinct boon.

XALT is very robust and easy to use.

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

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.

It is an excellent capability.

I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.

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.

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.

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

This is such an exciting application.

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

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

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

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

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

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.

XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.

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

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.

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.

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 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.

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

The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.

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

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

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

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

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

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.

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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

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

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

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.

The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT

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