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 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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
Fantastic. A really impressive piece of kit, well done.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT is the best tool we have access to internally. It's so easy and user friendly.
This is a true sales enablement application, our sales guys love this.
We could not build XALT in 5 years if we tried
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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 an amazing tool. It is wonderful to have everything accessible in one place.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
This is a fantastic product and is used very well in our intermediary channels.
This is the equivalent of Bloomberg for asset management sales.
It is so fast, I originally thought it was a trick!
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.
The one stop shop is great; self serve is really useful; it's a really great system.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
This is really useful, I can build a report for a client in seconds.
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.
It's actually realtime data, not monthly. It's simply excellent.
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.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
Arguably functionality, level of information and design is better than FE Analytics.
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.
It's cheap! It should be closer to $15k per person.
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
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.
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
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.