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 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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
The one stop shop is great; self serve is really useful; it's a really great system.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
This is the crème de la crème.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It's cheap! It should be closer to $15k per person.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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
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.
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
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.
It's a nice solution, very useful.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
XALT is just the tool we need, everything is immediately available
Arguably functionality, level of information and design is better than FE Analytics.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
It's actually realtime data, not monthly. It's simply excellent.
Fantastic. A really impressive piece of kit, well done.
XALT moves us ahead and shows the art of the possible.
It's a nice solution, very useful.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
This is a fantastic product and is used very well in our intermediary channels.
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 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.