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!"
This is amazing, it really is. It is like we have leapt out of the dark ages.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
We had a gap in true product intelligence, XALT fills this gap perfectly.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It is easy to find all the information that you need.
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.
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.
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.
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.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
I see why sales jump all over this, it's a great tool.
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.
A very slick application, we are very impressed.
If I was running the team I would 100% roll this out to the entire firm.
XALT has delivered revenue growth, time efficiencies and cost savings
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
You're 1000 steps ahead of where we were thinking.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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
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.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT is just the tool we need, everything is immediately available
It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
This is really useful, I can build a report for a client in seconds.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
Outsourcing rather than building it ourselves has been a huge win for us.
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
This is the equivalent of Bloomberg for asset management sales.
It saves time for the distribution team and is very efficient.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.