It's a nice solution, very useful.

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 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.

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

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

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.

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

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.

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 saves time for the distribution team and is very efficient.

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

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

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

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

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.

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

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

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

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

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.

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

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

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.

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 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.

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.

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.

A very slick application, we are very impressed.

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

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

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.

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.

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.

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.

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.

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

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

We could not build XALT in 5 years if we tried

It's a nice solution, very useful.

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

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

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.

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.

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

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 moves us ahead and shows the art of the possible.

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.

Gold standard in seconds.

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

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

It is an excellent capability.

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

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.

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

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

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

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.

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

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

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

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.

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

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

XALT is very robust and easy to use.

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

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

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

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

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 such an exciting application.

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