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!"
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
XALT gives me incredibly quick access to information and is a useful tool for clients.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
This is such an exciting application.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
When I first saw XALT I was like "oh my god we could do with something like that!"
This is a true sales enablement application, our sales guys love this.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
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
The one stop shop is great; self serve is really useful; it's a really great system.
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 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.
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.
We could not build XALT in 5 years if we tried
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
This is the crème de la crème.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
It saves time for the distribution team and is very efficient.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
XALT is the best tool we have access to internally. It's so easy and user friendly.
XALT has delivered revenue growth, time efficiencies and cost savings
XALT is just the tool we need, everything is immediately available
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.