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 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.
It's fantastic. I wish I had it in the past.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It is easy to find all the information that you need.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
It is an excellent capability.
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.
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.
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's a nice solution, very useful.
You're 1000 steps ahead of where we were thinking.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
It's a nice solution, very useful.
It's cheap! It should be closer to $15k per person.
A very slick application, we are very impressed.
This is the crème de la crème.
Gold standard in seconds.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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 a true sales enablement application, our sales guys love this.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
Arguably functionality, level of information and design is better than FE Analytics.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It is so fast, I originally thought it was a trick!
XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.