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 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'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.

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 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.

This is such an exciting application.

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.

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

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.

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

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

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

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

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

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

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

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

We could not build XALT in 5 years if we tried

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

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

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

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

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

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 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.

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

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.

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

It's a nice solution, very useful.

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.

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

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

It's a nice solution, very useful.

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

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

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

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

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.

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

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.

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

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

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

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

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.

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.

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.

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

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

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

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

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

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.

Gold standard in seconds.

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

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

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

This is the crème de la crème.

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.

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.