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!"
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Arguably functionality, level of information and design is better than FE Analytics.
XALT is the best tool we have access to internally. It's so easy and user friendly.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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.
Fantastic. A really impressive piece of kit, well done.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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 cheap! It should be closer to $15k per person.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
One tool for all product related documents. It's perfect.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It is easy to find all the information that you need.
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.
It's a nice solution, very useful.
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.
This is a fantastic product and is used very well in our intermediary channels.
It is an excellent capability.
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's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
This is such an exciting application.
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.
We could not build XALT in 5 years if we tried
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.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
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 gives me incredibly quick access to information and is a useful tool for clients.
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.
If I was running the team I would 100% roll this out to the entire firm.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.