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!"
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Outsourcing rather than building it ourselves has been a huge win for us.
A very slick application, we are very impressed.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's a nice solution, very useful.
Fantastic. A really impressive piece of kit, well done.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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 nicely designed. Sending comparisons to clients definitely helps win assets.
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.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
This is the equivalent of Bloomberg for asset management sales.
The one stop shop is great; self serve is really useful; it's a really great system.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.
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.
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.