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 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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
One tool for all product related documents. It's perfect.
Arguably functionality, level of information and design is better than FE Analytics.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.
XALT moves us ahead and shows the art of the possible.
Anything that reduces interactions with Salesforce is a distinct boon.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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 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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
XALT is just the tool we need, everything is immediately available
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
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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.
It's a nice solution, very useful.
This is really useful, I can build a report for a client in seconds.
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.
XALT is very robust and easy to use.
It saves time for the distribution team and is very efficient.
XALT has delivered revenue growth, time efficiencies and cost savings
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
This is a true sales enablement application, our sales guys love this.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
A very slick application, we are very impressed.
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.
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.