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 nice solution, very useful.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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
This is a fantastic product and is used very well in our intermediary channels.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
We could not build XALT in 5 years if we tried
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.
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 just the tool we need, everything is immediately available
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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.
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 looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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 really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
XALT is the best tool we have access to internally. It's so easy and user friendly.
This is the crème de la crème.
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
This is a true sales enablement application, our sales guys love this.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.
Outsourcing rather than building it ourselves has been a huge win for us.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.