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 helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
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 a nice solution, very useful.
It is an excellent capability.
The integrations are a winner and this is exactly how a sales person should be operating these days.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It saves time for the distribution team and is very efficient.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
This is the equivalent of Bloomberg for asset management sales.
XALT is the best tool we have access to internally. It's so easy and user friendly.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
Fantastic. A really impressive piece of kit, well done.
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.
It's a nice solution, very useful.
It's fantastic. I wish I had it in the past.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
Arguably functionality, level of information and design is better than FE Analytics.
XALT is very robust and easy to use.
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.
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.
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.
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
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
This is a true sales enablement application, our sales guys love this.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
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 gives me incredibly quick access to information and is a useful tool for clients.
This is the crème de la crème.