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!"
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.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
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.
It's fantastic. I wish I had it in the past.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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.
This is really useful, I can build a report for a client in seconds.
It is so fast, I originally thought it was a trick!
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
This is a true sales enablement application, our sales guys love this.
It is easy to find all the information that you need.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
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.
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.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
You're 1000 steps ahead of where we were thinking.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Gold standard in seconds.
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
It is an excellent capability.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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 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.