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!"
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.
Outsourcing rather than building it ourselves has been a huge win for us.
It's a nice solution, very useful.
It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.
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.
It's fantastic. I wish I had it in the past.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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 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 amount of information it gives you is overwhelmingly amazing. And it's beautiful.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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 is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
One tool for all product related documents. It's perfect.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
I see why sales jump all over this, it's a great tool.
A very slick application, we are very impressed.
It's cheap! It should be closer to $15k per person.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
Fantastic. A really impressive piece of kit, well done.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
We could not build XALT in 5 years if we tried
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
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
Anything that reduces interactions with Salesforce is a distinct boon.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT moves us ahead and shows the art of the possible.
Gold standard in seconds.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.