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!"
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
A very slick application, we are very impressed.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Fantastic. A really impressive piece of kit, well done.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT has delivered revenue growth, time efficiencies and cost savings
It's a nice solution, very useful.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
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 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.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT is the best tool we have access to internally. It's so easy and user friendly.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
You're 1000 steps ahead of where we were thinking.
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 saves time for the distribution team and is very efficient.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
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 offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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.