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 amazing, it really is. It is like we have leapt out of the dark ages.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Anything that reduces interactions with Salesforce is a distinct boon.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
This is the crème de la crème.
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.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
Fantastic. A really impressive piece of kit, well done.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
The one stop shop is great; self serve is really useful; it's a really great system.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.
It's fantastic. I wish I had it in the past.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT is the best tool we have access to internally. It's so easy and user friendly.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
This is such an exciting application.
We could not build XALT in 5 years if we tried
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.