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 is just the tool we need, everything is immediately available
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
A very slick application, we are very impressed.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
This is such an exciting application.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It is so fast, I originally thought it was a trick!
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
We had a gap in true product intelligence, XALT fills this gap perfectly.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
We could not build XALT in 5 years if we tried
It's actually realtime data, not monthly. It's simply excellent.
XALT moves us ahead and shows the art of the possible.
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.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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 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.
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
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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 gives me incredibly quick access to information and is a useful tool for clients.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
Gold standard in seconds.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT