XALT has delivered revenue growth, time efficiencies and cost savings

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.

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

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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 great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

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.

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

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

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.

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

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

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

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.

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

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

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'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.

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

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

We could not build XALT in 5 years if we tried

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

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

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

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

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

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

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

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 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.

This is the equivalent of Bloomberg for asset management sales.

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

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 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.

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.

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

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.

A very slick application, we are very impressed.

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

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.

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

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

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

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

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

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

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

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.

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 fantastic. I wish I had it in the past.

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

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

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.

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

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

XALT is very robust and easy to use.

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

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

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.

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

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

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

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.

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