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.

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

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

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

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

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

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.

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

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

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

We could not build XALT in 5 years if we tried

It had all the data on our funds and competitors from the initial demo. It is extremely powerful.

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.

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.

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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

It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

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.

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

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.

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.

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 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.

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

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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

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

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

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

It is an excellent capability.

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

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

Gold standard in seconds.

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

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

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

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.

I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.

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.

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

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.

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

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.

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

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.

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

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.

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

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

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.

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

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.

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.

You're 1000 steps ahead of where we were thinking.

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.