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!"
The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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 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 bond holdings chart came in very handy. I was able to answer the client’s question straightaway
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT is just the tool we need, everything is immediately available
This is amazing, it really is. It is like we have leapt out of the dark ages.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
Outsourcing rather than building it ourselves has been a huge win for us.
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 integrations are a winner and this is exactly how a sales person should be operating these days.
All product specific docs in one place. I love it.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
One tool for all product related documents. It's perfect.
XALT is the best tool we have access to internally. It's so easy and user friendly.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It's actually realtime data, not monthly. It's simply excellent.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
Anything that reduces interactions with Salesforce is a distinct boon.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
This is the equivalent of Bloomberg for asset management sales.
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.