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 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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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 moves us ahead and shows the art of the possible.
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.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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
The integrations are a winner and this is exactly how a sales person should be operating these days.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
This is a true sales enablement application, our sales guys love this.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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 responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It's fantastic. I wish I had it in the past.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It's actually realtime data, not monthly. It's simply excellent.
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.
Gold standard in seconds.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
A very slick application, we are very impressed.
It saves time for the distribution team and is very efficient.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
Anything that reduces interactions with Salesforce is a distinct boon.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.