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 could not build XALT in 5 years if we tried
The integrations are a winner and this is exactly how a sales person should be operating these days.
It is easy to find all the information that you need.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
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.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
This is a fantastic product and is used very well in our intermediary channels.
XALT has delivered revenue growth, time efficiencies and cost savings
Arguably functionality, level of information and design is better than FE Analytics.
It's a nice solution, very useful.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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.
This is such an exciting application.
Fantastic. A really impressive piece of kit, well done.
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.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
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 pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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 amazing, it really is. It is like we have leapt out of the dark ages.
We had a gap in true product intelligence, XALT fills this gap perfectly.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
You're 1000 steps ahead of where we were thinking.
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.