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

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.

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

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

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

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

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.

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

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

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.

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

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.

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

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

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

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

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

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.

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.

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.

This is the crème de la crème.

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

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

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

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.

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.

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

XALT has delivered revenue growth, time efficiencies and cost savings

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

I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.

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.

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

A very slick application, we are very impressed.

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

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.

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

Gold standard in seconds.

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

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

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.

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.

We could not build XALT in 5 years if we tried

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

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.

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

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

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

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

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

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

It's a nice solution, very useful.

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

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

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