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.

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

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

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

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 a nice solution, very useful.

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

This is the equivalent of Bloomberg for asset management sales.

This is such an exciting application.

We could not build XALT in 5 years if we tried

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

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.

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

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.

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.

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.

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.

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.

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.

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

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

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

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.

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.

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

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

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

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

It is an excellent capability.

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 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.

This is the crème de la crème.

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.

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.

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

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

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

It's a nice solution, very useful.

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

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.

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

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

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

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

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.

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

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

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.

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

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

A very slick application, we are very impressed.

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

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

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

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

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.

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

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

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.

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.

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

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