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!"
A very slick application, we are very impressed.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Gold standard in seconds.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
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.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
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 is an excellent capability.
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.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
This is the equivalent of Bloomberg for asset management sales.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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 is just the tool we need, everything is immediately available
When I first saw XALT I was like "oh my god we could do with something like that!"
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 is the best tool we have access to internally. It's so easy and user friendly.
It's fantastic. I wish I had it in the past.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
This is such an exciting application.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
XALT is very robust and easy to use.