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!"
This is the equivalent of Bloomberg for asset management sales.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
This is such an exciting application.
It is so fast, I originally thought it was a trick!
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It's fantastic. I wish I had it in the past.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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 the holy grail of what we've been looking for. XALT is a very impressive product.
You're 1000 steps ahead of where we were thinking.
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
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
It is an excellent capability.
XALT is the best tool we have access to internally. It's so easy and user friendly.
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
It's a nice solution, very useful.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.