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!"
This is really useful, I can build a report for a client in seconds.
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.
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
XALT is just the tool we need, everything is immediately available
Outsourcing rather than building it ourselves has been a huge win for us.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use 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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
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.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
This is the crème de la crème.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
XALT gives me incredibly quick access to information and is a useful tool for clients.
This is a true sales enablement application, our sales guys love this.
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.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
The one stop shop is great; self serve is really useful; it's a really great system.
It saves time for the distribution team and is very efficient.
This is the equivalent of Bloomberg for asset management sales.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT has delivered revenue growth, time efficiencies and cost savings
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.