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!"
We had a gap in true product intelligence, XALT fills this gap perfectly.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Arguably functionality, level of information and design is better than FE Analytics.
XALT has delivered revenue growth, time efficiencies and cost savings
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
It is so fast, I originally thought it was a trick!
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
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
Fantastic. A really impressive piece of kit, well done.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT is the best tool we have access to internally. It's so easy and user friendly.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
It's a nice solution, very useful.
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.
Gold standard in seconds.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
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.
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 integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
When I first saw XALT I was like "oh my god we could do with something like that!"
The one stop shop is great; self serve is really useful; it's a really great system.
I see why sales jump all over this, it's a great tool.