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
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
When I first saw XALT I was like "oh my god we could do with something like that!"
This is a true sales enablement application, our sales guys love this.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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
Anything that reduces interactions with Salesforce is a distinct boon.
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
It's cheap! It should be closer to $15k per person.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
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.
It is an excellent capability.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
XALT has delivered revenue growth, time efficiencies and cost savings
It's a nice solution, very useful.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
XALT is very robust and easy to use.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
This is such an exciting application.
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.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
Arguably functionality, level of information and design is better than FE Analytics.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.