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 pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
This is a true sales enablement application, our sales guys love this.
It's actually realtime data, not monthly. It's simply excellent.
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.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
XALT moves us ahead and shows the art of the possible.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
This is the equivalent of Bloomberg for asset management sales.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
One tool for all product related documents. It's perfect.
It is an excellent capability.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
The one stop shop is great; self serve is really useful; it's a really great system.
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 took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
When I first saw XALT I was like "oh my god we could do with something like that!"
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
This is a fantastic product and is used very well in our intermediary channels.
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.
All product specific docs in one place. I love it.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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 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 the best tool we have access to internally. It's so easy and user friendly.
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.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
Anything that reduces interactions with Salesforce is a distinct boon.