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 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.
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.
XALT has delivered revenue growth, time efficiencies and cost savings
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.
Outsourcing rather than building it ourselves has been a huge win for us.
All product specific docs in one place. I love it.
It saves time for the distribution team and is very efficient.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
A very slick application, we are very impressed.
XALT gives me incredibly quick access to information and is a useful tool for clients.
You're 1000 steps ahead of where we were thinking.
This is such an exciting application.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
This is a true sales enablement application, our sales guys love this.
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 the meeting I was agnostic and now I am very positive. You don't need to sell it, it is obviously a great product.
XALT moves us ahead and shows the art of the possible.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
It's actually realtime data, not monthly. It's simply excellent.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
The integrations are a winner and this is exactly how a sales person should be operating these days.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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 took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
One tool for all product related documents. It's perfect.