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 moves us ahead and shows the art of the possible.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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 gives me incredibly quick access to information and is a useful tool for clients.
One tool for all product related documents. It's perfect.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It saves time for the distribution team and is very efficient.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
Arguably functionality, level of information and design is better than FE Analytics.
We could not build XALT in 5 years if we tried
I see why sales jump all over this, it's a great tool.
This is such an exciting application.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
When I first saw XALT I was like "oh my god we could do with something like that!"
This is the crème de la crème.
My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
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.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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 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.
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.
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT has delivered revenue growth, time efficiencies and cost savings
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.
It's actually realtime data, not monthly. It's simply excellent.