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!"
This is the equivalent of Bloomberg for asset management sales.
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.
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.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
You're 1000 steps ahead of where we were thinking.
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.
All product specific docs in one place. I love it.
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.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
One tool for all product related documents. It's perfect.
It's a nice solution, very useful.
It is so fast, I originally thought it was a trick!
A very slick application, we are very impressed.
Outsourcing rather than building it ourselves has been a huge win for us.
I see why sales jump all over this, it's a great tool.
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.
Arguably functionality, level of information and design is better than FE Analytics.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
If I was running the team I would 100% roll this out to the entire firm.
The integrations are a winner and this is exactly how a sales person should be operating these days.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
Gold standard in seconds.
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.
XALT is just the tool we need, everything is immediately available
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It's a nice solution, very useful.
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
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.