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 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.
XALT has delivered revenue growth, time efficiencies and cost savings
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
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
You're 1000 steps ahead of where we were thinking.
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 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 really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.
This is the crème de la crème.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
One tool for all product related documents. It's perfect.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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 moves us ahead and shows the art of the possible.
XALT is the best tool we have access to internally. It's so easy and user friendly.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.