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!"
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's a great way to see our flows in the market. It's a massive benefit, straight away.
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 is an excellent capability.
I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.
XALT is very robust and easy to use.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
Fantastic. A really impressive piece of kit, well done.
It is so fast, I originally thought it was a trick!
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It is easy to find all the information that you need.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
Gold standard in seconds.
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's fantastic. I wish I had it in the past.
You're 1000 steps ahead of where we were thinking.
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.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
This is a fantastic product and is used very well in our intermediary channels.
If I was running the team I would 100% roll this out to the entire firm.
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.
I see why sales jump all over this, it's a great tool.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.