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.

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

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

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

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

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

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

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.

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

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

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

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.

XALT is very robust and easy to use.

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

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

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

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

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

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

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.

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

This is the crème de la crème.

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

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

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.

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.

This is the equivalent of Bloomberg for asset management sales.

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

This is such an exciting application.

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

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

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

A very slick application, we are very impressed.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

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

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.

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

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

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

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.

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

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 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 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.

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

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.

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.

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

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.

It's a nice solution, very useful.

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.

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

Gold standard in seconds.

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

We could not build XALT in 5 years if we tried

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.

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

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

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

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.

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