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 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.

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.

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

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.

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.

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.

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.

Gold standard in seconds.

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 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

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

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

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

This is such an exciting application.

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.

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.

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

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

XALT is very robust and easy to use.

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.

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

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.

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

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.

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

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 has delivered revenue growth, time efficiencies and cost savings

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

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

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

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.

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

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

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

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

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.

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

We could not build XALT in 5 years if we tried

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

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.

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

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

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.

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

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

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

It is an excellent capability.

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.

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

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

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

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.

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.

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

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

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.

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

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.