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!"
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
XALT is just the tool we need, everything is immediately available
Gold standard in seconds.
This is the crème de la crème.
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 is so fast, I originally thought it was a trick!
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It's cheap! It should be closer to $15k per person.
It is easy to find all the information that you need.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It saves time for the distribution team and is very efficient.
XALT gives me incredibly quick access to information and is a useful tool for clients.
XALT is very robust and easy to use.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
This is such an exciting application.
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.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.
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.
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.
One tool for all product related documents. It's perfect.
This is amazing, it really is. It is like we have leapt out of the dark ages.