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!"
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
We had a gap in true product intelligence, XALT fills this gap perfectly.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
It is an excellent capability.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
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.
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.
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
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Arguably functionality, level of information and design is better than FE Analytics.
XALT is just the tool we need, everything is immediately available
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
You're 1000 steps ahead of where we were thinking.
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.
Fantastic. A really impressive piece of kit, well done.
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.
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 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.
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.
We could not build XALT in 5 years if we tried
This is such an exciting application.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT has delivered revenue growth, time efficiencies and cost savings
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
XALT moves us ahead and shows the art of the possible.
It's cheap! It should be closer to $15k per person.