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!"
This is really useful, I can build a report for a client in seconds.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT gives me incredibly quick access to information and is a useful tool for clients.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT moves us ahead and shows the art of the possible.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
It is an excellent capability.
Anything that reduces interactions with Salesforce is a distinct boon.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
I see why sales jump all over this, it's a great tool.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
It is easy to find all the information that you need.
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.
If I was running the team I would 100% roll this out to the entire firm.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
We could not build XALT in 5 years if we tried
It saves time for the distribution team and is very efficient.
You're 1000 steps ahead of where we were thinking.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
XALT is just the tool we need, everything is immediately available
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It's cheap! It should be closer to $15k per person.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
Outsourcing rather than building it ourselves has been a huge win for us.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT has delivered revenue growth, time efficiencies and cost savings