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!"
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
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 bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
XALT has delivered revenue growth, time efficiencies and cost savings
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 ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It's cheap! It should be closer to $15k per person.
One tool for all product related documents. It's perfect.
This is the equivalent of Bloomberg for asset management sales.
This is the crème de la crème.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
This is really useful, I can build a report for a client in seconds.
It's a nice solution, very useful.
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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT is the best tool we have access to internally. It's so easy and user friendly.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
All product specific docs in one place. I love it.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
It's fantastic. I wish I had it in the past.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
The one stop shop is great; self serve is really useful; it's a really great system.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
It's a nice solution, very useful.