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 integrations are a winner and this is exactly how a sales person should be operating these days.
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.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
When I first saw XALT I was like "oh my god we could do with something like that!"
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
Anything that reduces interactions with Salesforce is a distinct boon.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
You're 1000 steps ahead of where we were thinking.
All product specific docs in one place. I love it.
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.
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
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
It's actually realtime data, not monthly. It's simply excellent.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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
XALT moves us ahead and shows the art of the possible.
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.
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.
XALT is very robust and easy to use.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It's fantastic. I wish I had it in the past.
It saves time for the distribution team and is very efficient.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.