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 responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
This is a fantastic product and is used very well in our intermediary channels.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
Fantastic. A really impressive piece of kit, well done.
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 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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's a nice solution, very useful.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
A very slick application, we are very impressed.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT has delivered revenue growth, time efficiencies and cost savings
XALT gives me incredibly quick access to information and is a useful tool for clients.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It is an excellent capability.
I see why sales jump all over this, it's a great tool.
This is really useful, I can build a report for a client in seconds.
You're 1000 steps ahead of where we were thinking.
My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT
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.
All product specific docs in one place. I love it.
This is the crème de la crème.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.
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.