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 is an excellent capability.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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.
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 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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
This is really useful, I can build a report for a client in seconds.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
One tool for all product related documents. It's perfect.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Fantastic. A really impressive piece of kit, well done.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
Arguably functionality, level of information and design is better than FE Analytics.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
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 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.
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.
XALT moves us ahead and shows the art of the possible.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
This is the crème de la crème.
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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
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 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.