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!"
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.
I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.
It's fantastic. I wish I had it in the past.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It's a nice solution, very useful.
Anything that reduces interactions with Salesforce is a distinct boon.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
This is really useful, I can build a report for a client in seconds.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.
One tool for all product related documents. It's perfect.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It's actually realtime data, not monthly. It's simply excellent.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
XALT moves us ahead and shows the art of the possible.
This is a true sales enablement application, our sales guys love this.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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 is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.