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!"
We could not build XALT in 5 years if we tried
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 frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
One tool for all product related documents. It's perfect.
This is a true sales enablement application, our sales guys love this.
This is the equivalent of Bloomberg for asset management sales.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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 the best tool we have access to internally. It's so easy and user friendly.
It's cheap! It should be closer to $15k per person.
Outsourcing rather than building it ourselves has been a huge win for us.
Gold standard in seconds.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
When I first saw XALT I was like "oh my god we could do with something like that!"
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It saves time for the distribution team and is very efficient.
You're 1000 steps ahead of where we were thinking.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
This is the crème de la crème.
I see why sales jump all over this, it's a great tool.
Anything that reduces interactions with Salesforce is a distinct boon.
All product specific docs in one place. I love it.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
This is really useful, I can build a report for a client in seconds.