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 bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It is so fast, I originally thought it was a trick!
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 fantastic product and is used very well in our intermediary channels.
This is amazing, it really is. It is like we have leapt out of the dark ages.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.
XALT has delivered revenue growth, time efficiencies and cost savings
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 had a gap in true product intelligence, XALT fills this gap perfectly.
XALT gives me incredibly quick access to information and is a useful tool for clients.
Gold standard in seconds.
XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.
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's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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
XALT moves us ahead and shows the art of the possible.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
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.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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 integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
This is really useful, I can build a report for a client in seconds.
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.
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
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
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.