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!"
This is really useful, I can build a report for a client in seconds.
We had a gap in true product intelligence, XALT fills this gap perfectly.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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 an amazing tool. It is wonderful to have everything accessible in one place.
This is the crème de la crème.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
XALT moves us ahead and shows the art of the possible.
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.
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.
XALT gives me incredibly quick access to information and is a useful tool for clients.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
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.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It's cheap! It should be closer to $15k per person.
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.
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.
Fantastic. A really impressive piece of kit, well done.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
All product specific docs in one place. I love it.
Outsourcing rather than building it ourselves has been a huge win for us.
The integrations are a winner and this is exactly how a sales person should be operating these days.
When I first saw XALT I was like "oh my god we could do with something like that!"
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
It's a nice solution, very useful.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
A very slick application, we are very impressed.