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 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.
It is easy to find all the information that you need.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
This is a fantastic product and is used very well in our intermediary channels.
XALT gives me incredibly quick access to information and is a useful tool for clients.
My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT
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 pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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 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 is so fast, I originally thought it was a trick!
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
This is the crème de la crème.
It's a nice solution, very useful.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
Outsourcing rather than building it ourselves has been a huge win for us.
Arguably functionality, level of information and design is better than FE Analytics.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
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's the holy grail of what we've been looking for. XALT is a very impressive product.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT moves us ahead and shows the art of the possible.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
This is really useful, I can build a report for a client in seconds.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
The one stop shop is great; self serve is really useful; it's a really great system.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
All product specific docs in one place. I love it.
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.
The integrations are a winner and this is exactly how a sales person should be operating these days.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.