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!"
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
This is amazing, it really is. It is like we have leapt out of the dark ages.
Gold standard in seconds.
XALT is very robust and easy to use.
It is an excellent capability.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT
XALT moves us ahead and shows the art of the possible.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
Fantastic. A really impressive piece of kit, well done.
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.
This is a fantastic product and is used very well in our intermediary channels.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It is easy to find all the information that you need.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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.
XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
If I was running the team I would 100% roll this out to the entire firm.