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!"
It's a nice solution, very useful.
A very slick application, we are very impressed.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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 saves time for the distribution team and is very efficient.
It is so fast, I originally thought it was a trick!
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
I see why sales jump all over this, it's a great tool.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
It is an excellent capability.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
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.
If I was running the team I would 100% roll this out to the entire firm.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT has delivered revenue growth, time efficiencies and cost savings
All product specific docs in one place. I love it.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
XALT is the best tool we have access to internally. It's so easy and user friendly.
You're 1000 steps ahead of where we were thinking.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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 is very robust and easy to use.
It is easy to find all the information that you need.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
Outsourcing rather than building it ourselves has been a huge win for us.
The one stop shop is great; self serve is really useful; it's a really great system.
I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.
Arguably functionality, level of information and design is better than FE Analytics.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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.