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.

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

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.

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

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

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

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

XALT is very robust and easy to use.

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

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

It is an excellent capability.

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.

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.

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

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

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

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

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

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

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.

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

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

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.

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 is easy to find all the information that you need.

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

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.

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

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 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.

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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

We could not build XALT in 5 years if we tried

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

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

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

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

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

This is the crème de la crème.

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

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 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.

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

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.

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

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

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 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.

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

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

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.

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

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

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.

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.

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.

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.

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

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

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

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

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.

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.

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.