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!"
I see why sales jump all over this, it's a great tool.
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.
XALT is just the tool we need, everything is immediately available
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
We could not build XALT in 5 years if we tried
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Gold standard in seconds.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
This is amazing, it really is. It is like we have leapt out of the dark ages.
This is a true sales enablement application, our sales guys love this.
This is the crème de la crème.
This is really useful, I can build a report for a client in seconds.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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 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.
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.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
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.
It is an excellent capability.
Anything that reduces interactions with Salesforce is a distinct boon.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
It is easy to find all the information that you need.
XALT is very robust and easy to use.
It's cheap! It should be closer to $15k per person.