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!"
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.
Arguably functionality, level of information and design is better than FE Analytics.
XALT moves us ahead and shows the art of the possible.
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
It's a nice solution, very useful.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Outsourcing rather than building it ourselves has been a huge win for us.
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 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.
Fantastic. A really impressive piece of kit, well done.
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 cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's actually realtime data, not monthly. It's simply excellent.
This is really useful, I can build a report for a client in seconds.
It's a nice solution, very useful.
XALT is just the tool we need, everything is immediately available
It's a great way to see our flows in the market. It's a massive benefit, straight away.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It is so fast, I originally thought it was a trick!
A very slick application, we are very impressed.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
We could not build XALT in 5 years if we tried
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
This is a true sales enablement application, our sales guys love this.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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 has delivered revenue growth, time efficiencies and cost savings
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 saves time for the distribution team and is very efficient.
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.