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 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.

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.

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

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

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

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

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.

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.

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

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

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

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

Gold standard in seconds.

It is an excellent capability.

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.

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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

We could not build XALT in 5 years if we tried

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

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

A very slick application, we are very impressed.

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

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

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

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.

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.

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

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.

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.

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.

XALT is very robust and easy to use.

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.

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.

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

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

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.

It's a nice solution, very useful.

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.

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

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

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

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

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

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

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

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

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.

Arguably functionality, level of information and design is better than FE Analytics.

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

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

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

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.

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

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

It's a nice solution, very useful.