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!"
Anything that reduces interactions with Salesforce is a distinct boon.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
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.
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.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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
This is a true sales enablement application, our sales guys love this.
It's a nice solution, very useful.
XALT gives me incredibly quick access to information and is a useful tool for clients.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT is the best tool we have access to internally. It's so easy and user friendly.
This is the crème de la crème.
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.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
Arguably functionality, level of information and design is better than FE Analytics.
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.
It's a nice solution, very useful.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
This is the equivalent of Bloomberg for asset management sales.
A very slick application, we are very impressed.
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
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It's cheap! It should be closer to $15k per person.
The one stop shop is great; self serve is really useful; it's a really great system.