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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It's cheap! It should be closer to $15k per person.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
Gold standard in seconds.
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
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
Arguably functionality, level of information and design is better than FE Analytics.
It's actually realtime data, not monthly. It's simply excellent.
It is easy to find all the information that you need.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
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 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.
Fantastic. A really impressive piece of kit, well done.
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.
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.
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.
It's fantastic. I wish I had it in the past.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.