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!"
You're 1000 steps ahead of where we were thinking.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT is very robust and easy to use.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
It's fantastic. I wish I had it in the past.
A very slick application, we are very impressed.
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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
The one stop shop is great; self serve is really useful; it's a really great system.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
XALT moves us ahead and shows the art of the possible.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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
Fantastic. A really impressive piece of kit, well done.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
This is a fantastic product and is used very well in our intermediary channels.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
It's a nice solution, very useful.
XALT is just the tool we need, everything is immediately available
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
One tool for all product related documents. It's perfect.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
This is the crème de la crème.
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.
It is so fast, I originally thought it was a trick!
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
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.
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 offers excellent algorithms to produce meaningful insights across different time periods and funds.