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 actually realtime data, not monthly. It's simply excellent.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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 really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
You're 1000 steps ahead of where we were thinking.
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It saves time for the distribution team and is very efficient.
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
I see why sales jump all over this, it's a great tool.
This is really useful, I can build a report for a client in seconds.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT is very robust and easy to use.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
It's cheap! It should be closer to $15k per person.
This is a true sales enablement application, our sales guys love this.
Gold standard in seconds.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It is an excellent capability.
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.
It is easy to find all the information that you need.
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
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.
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 primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
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.
This is such an exciting application.
XALT is the best tool we have access to internally. It's so easy and user friendly.