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!"
This is the equivalent of Bloomberg for asset management sales.
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.
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
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
It is so fast, I originally thought it was a trick!
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.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
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 is easy to find all the information that you need.
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.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
We could not build XALT in 5 years if we tried
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
This is a true sales enablement application, our sales guys love this.
All product specific docs in one place. I love it.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
This is really useful, I can build a report for a client in seconds.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It saves time for the distribution team and is very efficient.
You're 1000 steps ahead of where we were thinking.
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 standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
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.
A very slick application, we are very impressed.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.