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!"
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.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT is just the tool we need, everything is immediately available
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
XALT gives me incredibly quick access to information and is a useful tool for clients.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
This is the crème de la crème.
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.
It is easy to find all the information that you need.
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.
XALT has delivered revenue growth, time efficiencies and cost savings
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'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.
A very slick application, we are very impressed.
Gold standard in seconds.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT is the best tool we have access to internally. It's so easy and user friendly.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Outsourcing rather than building it ourselves has been a huge win for us.
It's actually realtime data, not monthly. It's simply excellent.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
It's cheap! It should be closer to $15k per person.
Fantastic. A really impressive piece of kit, well done.