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!"
Outsourcing rather than building it ourselves has been a huge win for us.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It saves time for the distribution team and is very efficient.
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 fantastic. I wish I had it in the past.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Gold standard in seconds.
When I first saw XALT I was like "oh my god we could do with something like that!"
The one stop shop is great; self serve is really useful; it's a really great system.
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
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.
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.
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.
This is really useful, I can build a report for a client in seconds.
One tool for all product related documents. It's perfect.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
XALT is very robust and easy to use.
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.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
A very slick application, we are very impressed.
We could not build XALT in 5 years if we tried
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
XALT gives me incredibly quick access to information and is a useful tool for clients.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.