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!"
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT is just the tool we need, everything is immediately available
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.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
Outsourcing rather than building it ourselves has been a huge win for us.
The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
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.
You're 1000 steps ahead of where we were thinking.
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 one stop shop is great; self serve is really useful; it's a really great system.
XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
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.
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.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
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's a nice solution, very useful.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
XALT gives me incredibly quick access to information and is a useful tool for clients.
This is the crème de la crème.
It is easy to find all the information that you need.
You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful
XALT is very robust and easy to use.
It's a nice solution, very useful.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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.
It's fantastic. I wish I had it in the past.
XALT is the best tool we have access to internally. It's so easy and user friendly.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
If I was running the team I would 100% roll this out to the entire firm.