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!"
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
XALT is just the tool we need, everything is immediately available
XALT is the best tool we have access to internally. It's so easy and user friendly.
It is easy to find all the information that you need.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
This is amazing, it really is. It is like we have leapt out of the dark ages.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It's a nice solution, very 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.
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 could not build XALT in 5 years if we tried
Gold standard in seconds.
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.
This is a true sales enablement application, our sales guys love this.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
All product specific docs in one place. I love it.
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.
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 one stop shop is great; self serve is really useful; it's a really great system.
It's fantastic. I wish I had it in the past.
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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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.