Don't Just Take Our Word For It
"At JOHCM we're on a significant journey of change. XALT is one of our key behavioural enablers, helping our sales teams respond to client requests faster, and with greater insight, by having the power of this technology at their fingertips."
"XALT enabled us to move beyond analytics. We have one place to bundle all the tools and resources supporting our selling system. That, combined with the key insights to engage an advisor, means we now deliver a much shorter sales cycle."
"XALT helps our sales team identify better sales angles, and share those quickly and easily in clear, digestible ways - improving significantly their ability to come up with ideas on how to sell our products, and communicate our story and investment value to our clients."
"The XALT team's "sales IQ" helped a lot. It wasn't like you were talking to a technology vendor who's never spent time at the point of sale. As a result, we were able to move very quickly and that's pretty unique in our vendor experience."
"XALT gives us a better, shorter, and more dynamic way to deliver analytics than ever before. It has everything we need at the point of sale."
"This is how one of our top producers talks about XALT: “When the client asks for something that I haven't prepared, I don't have to reschedule the meeting. I don't have to come back to them. I don't have to send an email. I can show them right there."
"As a vendor experience, the XALT team has been extremely easy to work with. Their willingness to meet with so many of our internal stakeholders - the product team, the compliance team, the legal team - meant we saw one of the fastest executions from start-to-finish."
"XALT helps us deliver our core strategic change of increased sales cadence - more significant client interactions, swifter follow-up and delivery of client-focused solutions, as well as more time for targeted, informed prospecting."
"The XALT team is always super-responsive to our feedback and the early ideas we have about how the platform can work even better for us. I'm always impressed when our scribbles and diagrams are turned into a smart new feature so quickly!"
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
I see why sales jump all over this, it's a great tool.
XALT has delivered revenue growth, time efficiencies and cost savings
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
This is really useful, I can build a report for a client in seconds.
It's a nice solution, very useful.
It is easy to find all the information that you need.
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.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT gives me incredibly quick access to information and is a useful tool for clients.
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 amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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.
It's cheap! It should be closer to $15k per person.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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.
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 love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
We could not build XALT in 5 years if we tried
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
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 is an excellent capability.
It's a nice solution, very useful.
It saves time for the distribution team and is very efficient.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It's a great way to see our flows in the market. It's a massive benefit, straight away.