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!"
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.
Anything that reduces interactions with Salesforce is a distinct boon.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
One tool for all product related documents. It's perfect.
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.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
All product specific docs in one place. I love it.
It's fantastic. I wish I had it in the past.
The integrations are a winner and this is exactly how a sales person should be operating these days.
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
It is easy to find all the information that you need.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
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.
XALT gives me incredibly quick access to information and is a useful tool for clients.
What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.
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.
This is the crème de la crème.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
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.
It is an excellent capability.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
XALT has delivered revenue growth, time efficiencies and cost savings
This is really useful, I can build a report for a client in seconds.