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!"
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.
One tool for all product related documents. It's perfect.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
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.
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.
We could not build XALT in 5 years if we tried
This is the crème de la crème.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It's fantastic. I wish I had it in the past.
This is such an exciting application.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It's actually realtime data, not monthly. It's simply excellent.
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 helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
It's a nice solution, very useful.
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's a nice solution, very useful.
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.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
This is really useful, I can build a report for a client in seconds.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT has delivered revenue growth, time efficiencies and cost savings
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
This is a true sales enablement application, our sales guys love this.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.