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!"
XALT has delivered revenue growth, time efficiencies and cost savings
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
Fantastic. A really impressive piece of kit, well done.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
It is an excellent capability.
You're 1000 steps ahead of where we were thinking.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
It is easy to find all the information that you need.
This is a fantastic product and is used very well in our intermediary channels.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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 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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It is so fast, I originally thought it was a trick!
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
We had a gap in true product intelligence, XALT fills this gap perfectly.
A very slick application, we are very impressed.
It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
XALT moves us ahead and shows the art of the possible.
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.