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!"
Gold standard in seconds.
If I was running the team I would 100% roll this out to the entire firm.
XALT is just the tool we need, everything is immediately available
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
XALT has delivered revenue growth, time efficiencies and cost savings
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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 could not build XALT in 5 years if we tried
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
This is the crème de la crème.
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.
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.
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.
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.
It is so fast, I originally thought it was a trick!
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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 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.
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.
Arguably functionality, level of information and design is better than FE Analytics.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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 loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It's cheap! It should be closer to $15k per person.
This is the equivalent of Bloomberg for asset management sales.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Fantastic. A really impressive piece of kit, well done.
You're 1000 steps ahead of where we were thinking.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.