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 is an excellent capability.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
The integrations are a winner and this is exactly how a sales person should be operating these days.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It's fantastic. I wish I had it in the past.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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.
It's actually realtime data, not monthly. It's simply excellent.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
This is such an exciting application.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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 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 gives me incredibly quick access to information and is a useful tool for clients.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
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.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
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.
It saves time for the distribution team and is very efficient.
This is really useful, I can build a report for a client in seconds.
If I was running the team I would 100% roll this out to the entire firm.
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 very robust and easy to use.
This is the crème de la crème.