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!"
We had a gap in true product intelligence, XALT fills this gap perfectly.
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.
If I was running the team I would 100% roll this out to the entire firm.
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.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
This is the equivalent of Bloomberg for asset management sales.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
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 the crème de la crème.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
This is a fantastic product and is used very well in our intermediary channels.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It's a nice solution, very useful.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It's a nice solution, very useful.
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 is the best tool we have access to internally. It's so easy and user friendly.
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 gives me incredibly quick access to information and is a useful tool for clients.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
It is easy to find all the information that you need.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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 such an exciting application.
XALT moves us ahead and shows the art of the possible.
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.
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.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.