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!"
Gold standard in seconds.
When I first saw XALT I was like "oh my god we could do with something like that!"
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's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
This is such an exciting application.
It is an excellent capability.
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.
XALT has delivered revenue growth, time efficiencies and cost savings
This is the crème de la crème.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
I see why sales jump all over this, it's a great tool.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
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.
This is really useful, I can build a report for a client in seconds.
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.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
Fantastic. A really impressive piece of kit, well done.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
You're 1000 steps ahead of where we were thinking.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It is easy to find all the information that you need.
We could not build XALT in 5 years if we tried
XALT is just the tool we need, everything is immediately available
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
This is a true sales enablement application, our sales guys love this.
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
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.
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