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!"
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
This is a true sales enablement application, our sales guys love this.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
Anything that reduces interactions with Salesforce is a distinct boon.
The integrations are a winner and this is exactly how a sales person should be operating these days.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It's fantastic. I wish I had it in the past.
It is easy to find all the information that you need.
If I was running the team I would 100% roll this out to the entire firm.
XALT has delivered revenue growth, time efficiencies and cost savings
It's a nice solution, very useful.
All product specific docs in one place. I love it.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It is so fast, I originally thought it was a trick!
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
One tool for all product related documents. It's perfect.
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 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's a nice solution, very useful.
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.
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
It's actually realtime data, not monthly. It's simply excellent.