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!"
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
Outsourcing rather than building it ourselves has been a huge win for us.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
This is really useful, I can build a report for a client in seconds.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
It's a nice solution, very useful.
The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
This is a fantastic product and is used very well in our intermediary channels.
I see why sales jump all over this, it's a great tool.
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
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.
Fantastic. A really impressive piece of kit, well done.
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
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 cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's a nice solution, very useful.
This is the crème de la crème.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
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.
We could not build XALT in 5 years if we tried
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.
It is easy to find all the information that you need.
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.