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 gives me incredibly quick access to information and is a useful tool for clients.
It is easy to find all the information that you need.
You're 1000 steps ahead of where we were thinking.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
A very slick application, we are very impressed.
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.
It is so fast, I originally thought it was a trick!
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.
XALT is just the tool we need, everything is immediately available
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.
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.
The integrations are a winner and this is exactly how a sales person should be operating these days.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
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.
This is such an exciting application.
Outsourcing rather than building it ourselves has been a huge win for us.
This is a true sales enablement application, our sales guys love this.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
It's fantastic. I wish I had it in the past.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Gold standard in seconds.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
It saves time for the distribution team and is very efficient.
It's cheap! It should be closer to $15k per person.
It's a nice solution, very useful.