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 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.
It saves time for the distribution team and is very efficient.
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.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Outsourcing rather than building it ourselves has been a huge win for us.
We had a gap in true product intelligence, XALT fills this gap perfectly.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
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
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
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.
One tool for all product related documents. It's perfect.
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.
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.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Arguably functionality, level of information and design is better than FE Analytics.
This is really useful, I can build a report for a client in seconds.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It's a nice solution, very useful.
XALT moves us ahead and shows the art of the possible.
This is the equivalent of Bloomberg for asset management sales.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
It's actually realtime data, not monthly. It's simply excellent.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"