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!"
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT is very robust and easy to use.
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 a nice solution, very useful.
Arguably functionality, level of information and design is better than FE Analytics.
It saves time for the distribution team and is very efficient.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It's fantastic. I wish I had it in the past.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
All product specific docs in one place. I love it.
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'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 a great way to see our flows in the market. It's a massive benefit, straight away.
It is so fast, I originally thought it was a trick!
It is easy to find all the information that you need.
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.
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 is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.
XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
I see why sales jump all over this, it's a great tool.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
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 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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT is the best tool we have access to internally. It's so easy and user friendly.