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!"
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.
You're 1000 steps ahead of where we were thinking.
XALT is very robust and easy to use.
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.
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.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
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.
It is so fast, I originally thought it was a trick!
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
The one stop shop is great; self serve is really useful; it's a really great system.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It saves time for the distribution team and is very efficient.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's cheap! It should be closer to $15k per person.
XALT has delivered revenue growth, time efficiencies and cost savings
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.
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.
All product specific docs in one place. I love it.
We could not build XALT in 5 years if we tried
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
It is easy to find all the information that you need.
I see why sales jump all over this, it's a great tool.
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.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
XALT is just the tool we need, everything is immediately available
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
Anything that reduces interactions with Salesforce is a distinct boon.
A very slick application, we are very impressed.
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
This is a true sales enablement application, our sales guys love this.
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.