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 a nice solution, very useful.
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.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It's cheap! It should be closer to $15k per person.
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.
It is an excellent capability.
XALT is very robust and easy to use.
This is really useful, I can build a report for a client in seconds.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's fantastic. I wish I had it in the past.
I see why sales jump all over this, it's a great tool.
All product specific docs in one place. I love it.
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 the best tool we have access to internally. It's so easy and user friendly.
This is such an exciting application.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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.
If I was running the team I would 100% roll this out to the entire firm.
The one stop shop is great; self serve is really useful; it's a really great system.
It is so fast, I originally thought it was a trick!
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT has delivered revenue growth, time efficiencies and cost savings
You're 1000 steps ahead of where we were thinking.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
This is the crème de la crème.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.