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

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.

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

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

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

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.

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

We could not build XALT in 5 years if we tried

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

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

A very slick application, we are very impressed.

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 fantastic. I wish I had it in the past.

It's a nice solution, very useful.

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

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

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

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.

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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.

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

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.

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.

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

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.

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.

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

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

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

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

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

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

XALT is very robust and easy to use.

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

This is such an exciting application.

It's a nice solution, very useful.

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.

Gold standard in seconds.

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

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

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

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

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

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

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.

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

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

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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

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

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.

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

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

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 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.

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

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.