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!"
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
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.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
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 is easy to find all the information that you need.
It's a nice solution, very useful.
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 the meeting I was agnostic and now I am very positive. You don't need to sell it, it is obviously a great product.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
I see why sales jump all over this, it's a great tool.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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.
Fantastic. A really impressive piece of kit, well done.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Anything that reduces interactions with Salesforce is a distinct boon.
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
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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 offers excellent algorithms to produce meaningful insights across different time periods and funds.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
A very slick application, we are very impressed.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
XALT is very robust and easy to use.
It is an excellent capability.