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!"
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
This is a true sales enablement application, our sales guys love this.
XALT gives me incredibly quick access to information and is a useful tool for clients.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
This is a fantastic product and is used very well in our intermediary channels.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
It's fantastic. I wish I had it in the past.
If I was running the team I would 100% roll this out to the entire firm.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It's cheap! It should be closer to $15k per person.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
A very slick application, we are very impressed.
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.
Gold standard in seconds.
It's actually realtime data, not monthly. It's simply excellent.
This is the crème de la crème.
It saves time for the distribution team and is very efficient.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use 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.
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.
XALT is very robust and easy to use.
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.
It is an excellent capability.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It's a nice solution, very useful.
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.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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.
It's a nice solution, very useful.
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