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 all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
You're 1000 steps ahead of where we were thinking.
It is so fast, I originally thought it was a trick!
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
This is such an exciting application.
Fantastic. A really impressive piece of kit, well done.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
This is a true sales enablement application, our sales guys love this.
Outsourcing rather than building it ourselves has been a huge win for us.
This is the crème de la crème.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT is just the tool we need, everything is immediately available
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
We could not build XALT in 5 years if we tried
The one stop shop is great; self serve is really useful; it's a really great system.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT has delivered revenue growth, time efficiencies and cost savings
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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 pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"