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 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.
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.
XALT has delivered revenue growth, time efficiencies and cost savings
This is the crème de la crème.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
This is a true sales enablement application, our sales guys love this.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
This is such an exciting application.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
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.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
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.
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.
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.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It is so fast, I originally thought it was a trick!
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
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 gives me incredibly quick access to information and is a useful tool for clients.
Gold standard in seconds.
This is amazing, it really is. It is like we have leapt out of the dark ages.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
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.