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!"
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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's actually realtime data, not monthly. It's simply excellent.
XALT gives me incredibly quick access to information and is a useful tool for clients.
Anything that reduces interactions with Salesforce is a distinct boon.
You're 1000 steps ahead of where we were thinking.
Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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.
XALT is very robust and easy to use.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
We had a gap in true product intelligence, XALT fills this gap perfectly.
This is the equivalent of Bloomberg for asset management sales.
One tool for all product related documents. It's perfect.
It is an excellent capability.
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 really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
XALT is just the tool we need, everything is immediately available
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
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
It's fantastic. I wish I had it in the past.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
XALT moves us ahead and shows the art of the possible.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It's cheap! It should be closer to $15k per person.
If I was running the team I would 100% roll this out to the entire firm.
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.