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!"
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It saves time for the distribution team and is very efficient.
This is the equivalent of Bloomberg for asset management sales.
If I was running the team I would 100% roll this out to the entire firm.
Anything that reduces interactions with Salesforce is a distinct boon.
It is an excellent capability.
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 nicely designed. Sending comparisons to clients definitely helps win assets.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT is very robust and easy to use.
I see why sales jump all over this, it's a great tool.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It's cheap! It should be closer to $15k per person.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
The integrations are a winner and this is exactly how a sales person should be operating these days.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's actually realtime data, not monthly. It's simply excellent.
A very slick application, we are very impressed.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
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.
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.
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.
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.
This is really useful, I can build a report for a client in seconds.
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.
Fantastic. A really impressive piece of kit, well done.