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 is very robust and easy to use.
When I first saw XALT I was like "oh my god we could do with something like that!"
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 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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
One tool for all product related documents. It's perfect.
XALT moves us ahead and shows the art of the possible.
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.
You're 1000 steps ahead of where we were thinking.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
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 cheap! It should be closer to $15k per person.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
XALT gives me incredibly quick access to information and is a useful tool for clients.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
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 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.
This is really useful, I can build a report for a client in seconds.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It saves time for the distribution team and is very efficient.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It's a nice solution, very useful.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.