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!"
A very slick application, we are very impressed.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Outsourcing rather than building it ourselves has been a huge win for us.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It is so fast, I originally thought it was a trick!
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
This is the equivalent of Bloomberg for asset management sales.
It's cheap! It should be closer to $15k per person.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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 a fantastic product and is used very well in our intermediary channels.
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's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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 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.
All product specific docs in one place. I love it.
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
This is such an exciting application.
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.
The integrations are a winner and this is exactly how a sales person should be operating these days.
It's actually realtime data, not monthly. It's simply excellent.
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 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.
This is a true sales enablement application, our sales guys love this.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.
Anything that reduces interactions with Salesforce is a distinct boon.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.