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 one stop shop is great; self serve is really useful; it's a really great system.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
This is the equivalent of Bloomberg for asset management sales.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It is easy to find all the information that you need.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
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 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.
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.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
XALT is very robust and easy to use.
It's cheap! It should be closer to $15k per person.
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
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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 fantastic product and is used very well in our intermediary channels.
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 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.
We could not build XALT in 5 years if we tried
Gold standard in seconds.
I see why sales jump all over this, it's a great tool.
Outsourcing rather than building it ourselves has been a huge win for us.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It's a nice solution, very useful.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
Fantastic. A really impressive piece of kit, well done.
This is a true sales enablement application, our sales guys love this.