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

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

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

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

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.

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 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.

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.

Gold standard in seconds.

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.

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

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

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.

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

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

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.

We could not build XALT in 5 years if we tried

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.

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.

This is the crème de la crème.

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.

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.

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.

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

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

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.

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

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

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

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

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

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.

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.

This is the equivalent of Bloomberg for asset management sales.

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

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.

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

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 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.

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

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

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.

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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.

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

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

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

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

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

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 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.

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.

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

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

XALT is very robust and easy to use.

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

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

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.

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.