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's a great way to see our flows in the market. It's a massive benefit, straight away.
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 amazing, it really is. It is like we have leapt out of the dark ages.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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 moves us ahead and shows the art of the possible.
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 has delivered revenue growth, time efficiencies and cost savings
We could not build XALT in 5 years if we tried
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
This is the crème de la crème.
We had a gap in true product intelligence, XALT fills this gap perfectly.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Anything that reduces interactions with Salesforce is a distinct boon.
A very slick application, we are very impressed.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
The integrations are a winner and this is exactly how a sales person should be operating these days.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
This is really useful, I can build a report for a client in seconds.
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 pulls together data and condenses it in a useful way for point-of-sale sales conversations.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Arguably functionality, level of information and design is better than FE Analytics.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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.
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.
Gold standard in seconds.
XALT gives me incredibly quick access to information and is a useful tool for clients.