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!"
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.
A very slick application, we are very impressed.
The one stop shop is great; self serve is really useful; it's a really great system.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
It's cheap! It should be closer to $15k per person.
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.
It is an excellent capability.
The integrations are a winner and this is exactly how a sales person should be operating these days.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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 a true sales enablement application, our sales guys love this.
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
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.
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.
Fantastic. A really impressive piece of kit, well done.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
XALT moves us ahead and shows the art of the possible.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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 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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It's actually realtime data, not monthly. It's simply excellent.
This is the crème de la crème.
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 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 is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
All product specific docs in one place. I love it.
Anything that reduces interactions with Salesforce is a distinct boon.
It saves time for the distribution team and is very efficient.