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'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.
It is an excellent capability.
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
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.
You're 1000 steps ahead of where we were thinking.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Gold standard in seconds.
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
One tool for all product related documents. It's perfect.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to 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.
This is the equivalent of Bloomberg for asset management sales.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
When I first saw XALT I was like "oh my god we could do with something like that!"
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
A very slick application, we are very impressed.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.
XALT is just the tool we need, everything is immediately available
If I was running the team I would 100% roll this out to the entire firm.
Outsourcing rather than building it ourselves has been a huge win for us.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
We could not build XALT in 5 years if we tried
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.