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.
This is the equivalent of Bloomberg for asset management sales.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT gives me incredibly quick access to information and is a useful tool for clients.
I see why sales jump all over this, it's a great tool.
It's fantastic. I wish I had it in the past.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It saves time for the distribution team and is very efficient.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It's a nice solution, very useful.
This is really useful, I can build a report for a client in seconds.
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.
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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
It's a nice solution, very useful.
XALT is just the tool we need, everything is immediately available
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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 has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
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.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
One tool for all product related documents. It's perfect.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
Anything that reduces interactions with Salesforce is a distinct boon.
All product specific docs in one place. I love it.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
Outsourcing rather than building it ourselves has been a huge win for us.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
XALT has delivered revenue growth, time efficiencies and cost savings