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.
It's a nice solution, very useful.
The integrations are a winner and this is exactly how a sales person should be operating these days.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
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 cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
This is really useful, I can build a report for a client in seconds.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
One tool for all product related documents. It's perfect.
Outsourcing rather than building it ourselves has been a huge win for us.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
This is the equivalent of Bloomberg for asset management sales.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT is very robust and easy to use.
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.
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.
All product specific docs in one place. I love it.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
A very slick application, we are very impressed.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
If I was running the team I would 100% roll this out to the entire firm.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It is easy to find all the information that you need.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
XALT is just the tool we need, everything is immediately available
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.