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!"
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.
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 actually realtime data, not monthly. It's simply excellent.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
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
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
You're 1000 steps ahead of where we were thinking.
This is the equivalent of Bloomberg for asset management sales.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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 the holy grail of what we've been looking for. XALT is a very impressive product.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
This is a fantastic product and is used very well in our intermediary channels.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
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.
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 is an excellent capability.
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
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Fantastic. A really impressive piece of kit, well done.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
We could not build XALT in 5 years if we tried
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
A very slick application, we are very impressed.