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!"
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
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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 looks like an incredibly useful tool, I can fully see why people are enamoured by it.
This is really useful, I can build a report for a client in seconds.
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.
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.
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.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
This is a true sales enablement application, our sales guys love this.
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's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
Gold standard in seconds.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
This is such an exciting application.
The one stop shop is great; self serve is really useful; it's a really great system.
It's cheap! It should be closer to $15k per person.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
Arguably functionality, level of information and design is better than FE Analytics.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT moves us ahead and shows the art of the possible.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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 pulls together data and condenses it in a useful way for point-of-sale sales conversations.
If I was running the team I would 100% roll this out to the entire firm.
We could not build XALT in 5 years if we tried
It is so fast, I originally thought it was a trick!
One tool for all product related documents. It's perfect.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It is easy to find all the information that you need.