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!"
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Gold standard in seconds.
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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT moves us ahead and shows the art of the possible.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
XALT is just the tool we need, everything is immediately available
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.
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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
We had a gap in true product intelligence, XALT fills this gap perfectly.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
XALT has delivered revenue growth, time efficiencies and cost savings
One tool for all product related documents. It's perfect.
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.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for 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.
Outsourcing rather than building it ourselves has been a huge win for us.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway