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!"
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
All product specific docs in one place. I love it.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
Fantastic. A really impressive piece of kit, well done.
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.
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 is easy to find all the information that you need.
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT is the best tool we have access to internally. It's so easy and user friendly.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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 offers excellent algorithms to produce meaningful insights across different time periods and funds.
It is an excellent capability.
It's a nice solution, very useful.
This is really useful, I can build a report for a client in seconds.
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.
If I was running the team I would 100% roll this out to the entire firm.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
This is the crème de la crème.
It's actually realtime data, not monthly. It's simply excellent.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
This is the equivalent of Bloomberg for asset management sales.
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.
XALT is very robust and easy to use.
It's cheap! It should be closer to $15k per person.
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.