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!"
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.
It is an excellent capability.
This is really useful, I can build a report for a client in seconds.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
This is the equivalent of Bloomberg for asset management sales.
It is easy to find all the information that you need.
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.
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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.
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.
This is such an exciting application.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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 fantastic. I wish I had it in the past.
XALT is just the tool we need, everything is immediately available
This is a fantastic product and is used very well in our intermediary channels.
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
We could not build XALT in 5 years if we tried
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT moves us ahead and shows the art of the possible.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It's a nice solution, very useful.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.