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!"
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It is an excellent capability.
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 is easy to find all the information that you need.
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's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
XALT is the best tool we have access to internally. It's so easy and user friendly.
All product specific docs in one place. I love it.
You're 1000 steps ahead of where we were thinking.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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.
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.
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.
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 fantastic. I wish I had it in the past.
This is really useful, I can build a report for a client in seconds.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
We had a gap in true product intelligence, XALT fills this gap perfectly.
It's cheap! It should be closer to $15k per person.
This is the crème de la crème.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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.
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 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.
XALT is just the tool we need, everything is immediately available
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
A very slick application, we are very impressed.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
XALT moves us ahead and shows the art of the possible.
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 is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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