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!"
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.
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
XALT is just the tool we need, everything is immediately available
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
Outsourcing rather than building it ourselves has been a huge win for us.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
Fantastic. A really impressive piece of kit, well done.
XALT is the best tool we have access to internally. It's so easy and user friendly.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
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.
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.
It is so fast, I originally thought it was a trick!
What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.
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
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It is easy to find all the information that you need.
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.
It's a nice solution, very useful.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
All product specific docs in one place. I love it.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
Anything that reduces interactions with Salesforce is a distinct boon.
This is really useful, I can build a report for a client in seconds.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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 way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It is an excellent capability.
It saves time for the distribution team and is very efficient.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.