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!"
Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.
XALT gives me incredibly quick access to information and is a useful tool for clients.
This is such an exciting application.
It's fantastic. I wish I had it in the past.
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.
It saves time for the distribution team and is very efficient.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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 the equivalent of Bloomberg for asset management sales.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
Arguably functionality, level of information and design is better than FE Analytics.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT is the best tool we have access to internally. It's so easy and user friendly.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT is very robust and easy to use.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It's cheap! It should be closer to $15k per person.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
One tool for all product related documents. It's perfect.
This is really useful, I can build a report for a client in seconds.
A very slick application, we are very impressed.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
We could not build XALT in 5 years if we tried
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.