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 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.
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.
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.
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.
I see why sales jump all over this, it's a great tool.
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.
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
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.
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
It's a nice solution, very useful.
This is the crème de la crème.
When I first saw XALT I was like "oh my god we could do with something like that!"
It's actually realtime data, not monthly. It's simply excellent.
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.
XALT is just the tool we need, everything is immediately available
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.
It is easy to find all the information that you need.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
This is such an exciting application.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
XALT gives me incredibly quick access to information and is a useful tool for clients.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
The integrations are a winner and this is exactly how a sales person should be operating these days.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
Fantastic. A really impressive piece of kit, well done.
XALT is very robust and easy to use.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
A very slick application, we are very impressed.
It's fantastic. I wish I had it in the past.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.