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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
We could not build XALT in 5 years if we tried
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.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.
I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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
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.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
You're 1000 steps ahead of where we were thinking.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
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 really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Outsourcing rather than building it ourselves has been a huge win for us.
It's actually realtime data, not monthly. It's simply excellent.
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.
This is a true sales enablement application, our sales guys love this.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
It saves time for the distribution team and is very efficient.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
This is such an exciting application.
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
It's a nice solution, very useful.