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!"
We had a gap in true product intelligence, XALT fills this gap perfectly.
It is easy to find all the information that you need.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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
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
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
This is the crème de la crème.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
This is a fantastic product and is used very well in our intermediary channels.
XALT gives me incredibly quick access to information and is a useful tool for clients.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
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.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
I see why sales jump all over this, it's a great tool.
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.
One tool for all product related documents. It's perfect.
XALT is very robust and easy to use.
It's a nice solution, very useful.
The integrations are a winner and this is exactly how a sales person should be operating these days.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
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.
A very slick application, we are very impressed.
Gold standard in seconds.
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
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.
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.