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 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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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.
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.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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
You're 1000 steps ahead of where we were thinking.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
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 is so fast, I originally thought it was a trick!
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
It's cheap! It should be closer to $15k per person.
It saves time for the distribution team and is very efficient.
When I first saw XALT I was like "oh my god we could do with something like that!"
It's a nice solution, very useful.
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.
XALT gives me incredibly quick access to information and is a useful tool for clients.
XALT moves us ahead and shows the art of the possible.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
If I was running the team I would 100% roll this out to the entire firm.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
It's a nice solution, very useful.
This is amazing, it really is. It is like we have leapt out of the dark ages.
The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.