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 an amazing tool. It is wonderful to have everything accessible in one place.
We had a gap in true product intelligence, XALT fills this gap perfectly.
When I first saw XALT I was like "oh my god we could do with something like that!"
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
Anything that reduces interactions with Salesforce is a distinct boon.
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 such an exciting application.
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 is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
Fantastic. A really impressive piece of kit, well done.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
The integrations are a winner and this is exactly how a sales person should be operating these days.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
All product specific docs in one place. I love it.
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.
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.
It is easy to find all the information that you need.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Outsourcing rather than building it ourselves has been a huge win for us.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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.
You're 1000 steps ahead of where we were thinking.
Arguably functionality, level of information and design is better than FE Analytics.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
A very slick application, we are very impressed.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
This is the equivalent of Bloomberg for asset management sales.
I see why sales jump all over this, it's a great tool.
The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.
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'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.
It's cheap! It should be closer to $15k per person.