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!"
XALT gives me incredibly quick access to information and is a useful tool for clients.
This is such an exciting application.
XALT is just the tool we need, everything is immediately available
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.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
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.
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.
It's cheap! It should be closer to $15k per person.
The integrations are a winner and this is exactly how a sales person should be operating these days.
It's actually realtime data, not monthly. It's simply excellent.
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 is easy to find all the information that you need.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
It's fantastic. I wish I had it in the past.
One tool for all product related documents. It's perfect.
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.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It saves time for the distribution team and is very efficient.
All product specific docs in one place. I love it.
Gold standard in seconds.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
Fantastic. A really impressive piece of kit, well done.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.