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!"
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
XALT gives me incredibly quick access to information and is a useful tool for clients.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
XALT has delivered revenue growth, time efficiencies and cost savings
XALT moves us ahead and shows the art of the possible.
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.
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 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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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 a nice solution, very useful.
We could not build XALT in 5 years if we tried
It's actually realtime data, not monthly. It's simply excellent.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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.
What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.
One tool for all product related documents. It's perfect.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
We had a gap in true product intelligence, XALT fills this gap perfectly.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
XALT is the best tool we have access to internally. It's so easy and user friendly.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Arguably functionality, level of information and design is better than FE Analytics.
If I was running the team I would 100% roll this out to the entire firm.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.