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 is the best tool we have access to internally. It's so easy and user friendly.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
It's fantastic. I wish I had it in the past.
Arguably functionality, level of information and design is better than FE Analytics.
Fantastic. A really impressive piece of kit, well done.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
XALT has delivered revenue growth, time efficiencies and cost savings
It's a great way to see our flows in the market. It's a massive benefit, straight away.
It saves time for the distribution team and is very efficient.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
XALT gives me incredibly quick access to information and is a useful tool for clients.
One tool for all product related documents. It's perfect.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
This is a fantastic product and is used very well in our intermediary channels.
When I first saw XALT I was like "oh my god we could do with something like that!"
It's cheap! It should be closer to $15k per person.
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.
This is the equivalent of Bloomberg for asset management sales.
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.
This is the crème de la crème.
Gold standard in seconds.
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 amazing, it really is. It is like we have leapt out of the dark ages.
We could not build XALT in 5 years if we tried
XALT moves us ahead and shows the art of the possible.
This is really useful, I can build a report for a client in seconds.
It is easy to find all the information that you need.
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.
Anything that reduces interactions with Salesforce is a distinct boon.