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!"
XALT moves us ahead and shows the art of the possible.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
You're 1000 steps ahead of where we were thinking.
Outsourcing rather than building it ourselves has been a huge win for us.
It's a nice solution, very useful.
It is so fast, I originally thought it was a trick!
This is the equivalent of Bloomberg for asset management sales.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
A very slick application, we are very impressed.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
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.
It is an excellent capability.
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
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
XALT has delivered revenue growth, time efficiencies and cost savings
XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
This is really useful, I can build a report for a client in seconds.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
Arguably functionality, level of information and design is better than FE Analytics.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.