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 integrations are a winner and this is exactly how a sales person should be operating these days.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
Outsourcing rather than building it ourselves has been a huge win for us.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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 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.
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.
If I was running the team I would 100% roll this out to the entire firm.
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 a nice solution, very useful.
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 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 fantastic. I wish I had it in the past.
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 truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
Arguably functionality, level of information and design is better than FE Analytics.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
It saves time for the distribution team and is very efficient.
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 the holy grail of what we've been looking for. XALT is a very impressive product.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
This is really useful, I can build a report for a client in seconds.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.
It is an excellent capability.
This is a fantastic product and is used very well in our intermediary channels.
XALT has delivered revenue growth, time efficiencies and cost savings
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
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.