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!"
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.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
XALT has delivered revenue growth, time efficiencies and cost savings
The one stop shop is great; self serve is really useful; it's a really great system.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
This is a true sales enablement application, our sales guys love this.
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.
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's 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.
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.
Arguably functionality, level of information and design is better than FE Analytics.
A very slick application, we are very impressed.
It saves time for the distribution team and is very efficient.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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 nicely designed. Sending comparisons to clients definitely helps win assets.
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 pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
All product specific docs in one place. I love it.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
I see why sales jump all over this, it's a great tool.