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 gives me incredibly quick access to information and is a useful tool for clients.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
This is such an exciting application.
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT moves us ahead and shows the art of the possible.
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.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
The one stop shop is great; self serve is really useful; it's a really great system.
It's a nice solution, very useful.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
If I was running the team I would 100% roll this out to the entire firm.
All product specific docs in one place. I love it.
This is really useful, I can build a report for a client in seconds.
I see why sales jump all over this, it's a great tool.
XALT is just the tool we need, everything is immediately available
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.
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.
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.
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
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.
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.
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.
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.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
You're 1000 steps ahead of where we were thinking.
Anything that reduces interactions with Salesforce is a distinct boon.
I would call it an early Christmas present! Thank you so much for adapting to our needs 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.