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!"
It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
This is the equivalent of Bloomberg for asset management sales.
Gold standard in seconds.
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.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
Fantastic. A really impressive piece of kit, well done.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
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.
If I was running the team I would 100% roll this out to the entire firm.
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
It is so fast, I originally thought it was a trick!
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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 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.
It's fantastic. I wish I had it in the past.
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.
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.
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
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
It's a nice solution, very useful.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
This is a fantastic product and is used very well in our intermediary channels.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.