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 a nice solution, very useful.
Fantastic. A really impressive piece of kit, well done.
It's fantastic. I wish I had it in the past.
This is really useful, I can build a report for a client in seconds.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT is very robust and easy to use.
We could not build XALT in 5 years if we tried
All product specific docs in one place. I love it.
Anything that reduces interactions with Salesforce is a distinct boon.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT gives me incredibly quick access to information and is a useful tool for clients.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
We had a gap in true product intelligence, XALT fills this gap perfectly.
One tool for all product related documents. It's perfect.
This is such an exciting application.
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
This is a true sales enablement application, our sales guys love this.
XALT has delivered revenue growth, time efficiencies and cost savings
XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
It is so fast, I originally thought it was a trick!
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.