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.

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

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.

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.

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

XALT is very robust and easy to use.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

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.

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

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

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

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.

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

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

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

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.

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

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.

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.

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

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.

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.

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.

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.

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.

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.

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

A very slick application, we are very impressed.

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

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

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

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.

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

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

This is the crème de la crème.

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

This is such an exciting application.

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 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.

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.

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.

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

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.

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

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

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

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.

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

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.

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

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 saves time for the distribution team and is very efficient.

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

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

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

It's a nice solution, very useful.

It's a nice solution, very useful.

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.

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

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.

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

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

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

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

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

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