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 cheap! It should be closer to $15k per person.
XALT is the best tool we have access to internally. It's so easy and user friendly.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
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 is easy to find all the information that you need.
We had a gap in true product intelligence, XALT fills this gap perfectly.
I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It's a nice solution, very useful.
XALT has delivered revenue growth, time efficiencies and cost savings
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
This is such an exciting application.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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 fantastic. I wish I had it in the past.
It saves time for the distribution team and is very efficient.
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 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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
This is really useful, I can build a report for a client in seconds.
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.
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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
XALT gives me incredibly quick access to information and is a useful tool for clients.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
A very slick application, we are very impressed.