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!"
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
Anything that reduces interactions with Salesforce is a distinct boon.
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'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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
One tool for all product related documents. It's perfect.
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 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.
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.
This is such an exciting application.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
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.
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 a nice solution, very useful.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT is very robust and easy to use.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
Gold standard in seconds.
It's cheap! It should be closer to $15k per person.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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 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.
You're 1000 steps ahead of where we were thinking.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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.
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 is easy to find all the information that you need.
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.