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 amount of information it gives you is overwhelmingly amazing. And it's beautiful.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
This is such an exciting application.
We had a gap in true product intelligence, XALT fills this gap perfectly.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
Gold standard in seconds.
XALT moves us ahead and shows the art of the possible.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It's cheap! It should be closer to $15k per person.
It's a nice solution, very useful.
It is an excellent capability.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use 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
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
XALT gives me incredibly quick access to information and is a useful tool for clients.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
All product specific docs in one place. I love it.
I see why sales jump all over this, it's a great tool.
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.
This is a true sales enablement application, our sales guys love this.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
It's fantastic. I wish I had it in the past.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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 easy to find all the information that you need.
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.
This is the crème de la crème.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
XALT is the best tool we have access to internally. It's so easy and user friendly.