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!"
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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It's cheap! It should be closer to $15k per person.
One tool for all product related documents. It's perfect.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
This is really useful, I can build a report for a client in seconds.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
This is a true sales enablement application, our sales guys love this.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
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.
It's fantastic. I wish I had it in the past.
It's a nice solution, very useful.
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.
It's actually realtime data, not monthly. It's simply excellent.
All product specific docs in one place. I love it.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It saves time for the distribution team and is very efficient.
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.
I see why sales jump all over this, it's a great tool.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
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 a fantastic product and is used very well in our intermediary channels.
It is an excellent capability.
Gold standard in seconds.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
This is the equivalent of Bloomberg for asset management sales.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.