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!"
This is a true sales enablement application, our sales guys love this.
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 offers excellent algorithms to produce meaningful insights across different time periods and funds.
It's cheap! It should be closer to $15k per person.
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.
This is the crème de la crème.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It's actually realtime data, not monthly. It's simply excellent.
It's a nice solution, very useful.
One tool for all product related documents. It's perfect.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
If I was running the team I would 100% roll this out to the entire firm.
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.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful
A very slick application, we are very impressed.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It is so fast, I originally thought it was a trick!
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It saves time for the distribution team and is very efficient.
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 and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
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.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.