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!"
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
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT moves us ahead and shows the art of the possible.
This is a fantastic product and is used very well in our intermediary channels.
Gold standard in seconds.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
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 love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
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.
XALT is just the tool we need, everything is immediately available
It's actually realtime data, not monthly. It's simply excellent.
This is a true sales enablement application, our sales guys love this.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.