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!"
The integrations are a winner and this is exactly how a sales person should be operating these days.
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 pulls together data and condenses it in a useful way for point-of-sale sales conversations.
Fantastic. A really impressive piece of kit, well done.
It saves time for the distribution team and is very efficient.
The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.
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.
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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 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.
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 gives me incredibly quick access to information and is a useful tool for clients.
When I first saw XALT I was like "oh my god we could do with something like that!"
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
Outsourcing rather than building it ourselves has been a huge win for us.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
This is the crème de la crème.
One tool for all product related documents. It's perfect.
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 so fast, I originally thought it was a trick!
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It's fantastic. I wish I had it in the past.
XALT moves us ahead and shows the art of the possible.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It's a nice solution, very useful.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
If I was running the team I would 100% roll this out to the entire firm.
We could not build XALT in 5 years if we tried