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 fantastic. I wish I had it in the past.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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.
You're 1000 steps ahead of where we were thinking.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
A very slick application, we are very impressed.
XALT moves us ahead and shows the art of the possible.
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.
One tool for all product related documents. It's perfect.
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.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It's cheap! It should be closer to $15k per person.
XALT gives me incredibly quick access to information and is a useful tool for clients.
This is such an exciting application.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
This is the equivalent of Bloomberg for asset management sales.
XALT has delivered revenue growth, time efficiencies and cost savings
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
The one stop shop is great; self serve is really useful; it's a really great system.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It's a nice solution, very useful.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
Arguably functionality, level of information and design is better than FE Analytics.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Fantastic. A really impressive piece of kit, well done.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.