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!"
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
This is the crème de la crème.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
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's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
XALT is just the tool we need, everything is immediately available
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 has delivered revenue growth, time efficiencies and cost savings
The one stop shop is great; self serve is really useful; it's a really great system.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT gives me incredibly quick access to information and is a useful tool for clients.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT moves us ahead and shows the art of the possible.
It's cheap! It should be closer to $15k per person.
XALT is very robust and easy to use.
Outsourcing rather than building it ourselves has been a huge win for us.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
If I was running the team I would 100% roll this out to the entire firm.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.