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 is just the tool we need, everything is immediately available
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
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.
XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
It's cheap! It should be closer to $15k per person.
We could not build XALT in 5 years if we tried
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.
This is such an exciting application.
Gold standard in seconds.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
Arguably functionality, level of information and design is better than FE Analytics.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
When I first saw XALT I was like "oh my god we could do with something like that!"
All product specific docs in one place. I love it.
This is really useful, I can build a report for a client in seconds.
This is a fantastic product and is used very well in our intermediary channels.
What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.
It is so fast, I originally thought it was a trick!
It's a nice solution, very useful.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.