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!"
It's a nice solution, very useful.
The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
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 very robust and easy to use.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
Outsourcing rather than building it ourselves has been a huge win for us.
It's a nice solution, very useful.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
It is so fast, I originally thought it was a trick!
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It's cheap! It should be closer to $15k per person.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
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.
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.
It saves time for the distribution team and is very efficient.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
All product specific docs in one place. I love it.
This is the equivalent of Bloomberg for asset management sales.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
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
Gold standard in seconds.
Fantastic. A really impressive piece of kit, well done.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
You're 1000 steps ahead of where we were thinking.
This is the crème de la crème.
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.