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.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
This is amazing, it really is. It is like we have leapt out of the dark ages.
This is really useful, I can build a report for a client in seconds.
You're 1000 steps ahead of where we were thinking.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
We could not build XALT in 5 years if we tried
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.
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.
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.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT moves us ahead and shows the art of the possible.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
This is such an exciting application.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
Gold standard in seconds.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It is so fast, I originally thought it was a trick!
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.
It's cheap! It should be closer to $15k per person.
One tool for all product related documents. It's perfect.
It's actually realtime data, not monthly. It's simply excellent.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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 nicely designed. Sending comparisons to clients definitely helps win assets.
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
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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.
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.