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!"
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
You're 1000 steps ahead of where we were thinking.
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.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
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.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
XALT moves us ahead and shows the art of the possible.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
One tool for all product related documents. It's perfect.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
A very slick application, we are very impressed.
Anything that reduces interactions with Salesforce is a distinct boon.