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.

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

We could not build XALT in 5 years if we tried

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

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

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

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

This is such an exciting application.

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

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 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.

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

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.

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.

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

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

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.

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

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

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 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.

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.

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 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.

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

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

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.

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

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

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.

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

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

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 the equivalent of Bloomberg for asset management sales.

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

XALT is very robust and easy to use.

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

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

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

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

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

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

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.

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

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.

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

It's a nice solution, very useful.

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

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.

It's a nice solution, very useful.

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.

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

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.

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

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.