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!"
A very slick application, we are very impressed.
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.
It saves time for the distribution team and is very efficient.
It's a nice solution, very useful.
Outsourcing rather than building it ourselves has been a huge win for us.
If I was running the team I would 100% roll this out to the entire firm.
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.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
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 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.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
Arguably functionality, level of information and design is better than FE Analytics.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
This is a true sales enablement application, our sales guys love this.
We had a gap in true product intelligence, XALT fills this gap perfectly.
The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
It's actually realtime data, not monthly. It's simply excellent.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
All product specific docs in one place. I love it.
XALT moves us ahead and shows the art of the possible.
We could not build XALT in 5 years if we tried
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.