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

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 a nice solution, very 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.

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

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

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.

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

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

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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.

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.

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

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

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.

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 saves time for the distribution team and is very efficient.

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

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

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.

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

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.

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

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.

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

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

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.

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

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

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

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

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

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.

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.

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

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

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

This is the crème de la crème.

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.

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

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.

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

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

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

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

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 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.

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

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

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

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

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

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

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

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

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.

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

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