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.

It's a nice solution, very useful.

The one stop shop is great; self serve is really useful; it's a really great system.

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

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.

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

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

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.

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.

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.

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

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

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

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

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

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 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.

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

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

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

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

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.

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

This is the equivalent of Bloomberg for asset management sales.

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

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.

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 has delivered revenue growth, time efficiencies and cost savings

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.

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.

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

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.

A very slick application, we are very impressed.

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.

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

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

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'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.

We could not build XALT in 5 years if we tried

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.

I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.

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.

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.

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

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

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

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 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.

Gold standard in seconds.

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

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

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

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

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

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

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

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

It is an excellent capability.

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

It's a nice solution, very useful.

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