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!"
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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 amazing, it really is. It is like we have leapt out of the dark ages.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
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 offers excellent algorithms to produce meaningful insights across different time periods and funds.
This is a fantastic product and is used very well in our intermediary channels.
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
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
We could not build XALT in 5 years if we tried
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
This is really useful, I can build a report for a client in seconds.
It's a nice solution, very useful.
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.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
Anything that reduces interactions with Salesforce is a distinct boon.
All product specific docs in one place. I love it.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
This is such an exciting application.
Outsourcing rather than building it ourselves has been a huge win for us.
You're 1000 steps ahead of where we were thinking.
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.