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 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.
We could not build XALT in 5 years if we tried
XALT has delivered revenue growth, time efficiencies and cost savings
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
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.
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.
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.
XALT moves us ahead and shows the art of the possible.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
Gold standard in seconds.
The integrations are a winner and this is exactly how a sales person should be operating these days.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
A very slick application, we are very impressed.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
It's cheap! It should be closer to $15k per person.
It is easy to find all the information that you need.
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.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
Outsourcing rather than building it ourselves has been a huge win for us.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.
I see why sales jump all over this, it's a great tool.
This is the equivalent of Bloomberg for asset management sales.
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.