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 the holy grail of what we've been looking for. XALT is a very impressive product.
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.
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.
If I was running the team I would 100% roll this out to the entire firm.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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
Arguably functionality, level of information and design is better than FE Analytics.
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.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
Outsourcing rather than building it ourselves has been a huge win for us.
XALT is the best tool we have access to internally. It's so easy and user friendly.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
This is really useful, I can build a report for a client in seconds.
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
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
One tool for all product related documents. It's perfect.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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 so fast, I originally thought it was a trick!
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.
This is the equivalent of Bloomberg for asset management sales.
This is a fantastic product and is used very well in our intermediary channels.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It is easy to find all the information that you need.
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful