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 pulls together data and condenses it in a useful way for point-of-sale sales conversations.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
XALT moves us ahead and shows the art of the possible.
It's a nice solution, very useful.
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.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
If I was running the team I would 100% roll this out to the entire firm.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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 is an excellent capability.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
Anything that reduces interactions with Salesforce is a distinct boon.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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 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.
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.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
All product specific docs in one place. I love it.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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.
It's cheap! It should be closer to $15k per person.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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 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.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
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.
We could not build XALT in 5 years if we tried
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT has delivered revenue growth, time efficiencies and cost savings
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.
Gold standard in seconds.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.