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 responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
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.
We could not build XALT in 5 years if we tried
XALT moves us ahead and shows the art of the possible.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
It's cheap! It should be closer to $15k per person.
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.
This is such an exciting application.
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.
This is really useful, I can build a report for a client in seconds.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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.
It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
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
All product specific docs in one place. I love it.
XALT is very robust and easy to use.
It's actually realtime data, not monthly. It's simply excellent.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It is an excellent capability.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
This is the crème de la crème.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
This is a fantastic product and is used very well in our intermediary channels.
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.