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!"
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.
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.
All product specific docs in one place. I love it.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Arguably functionality, level of information and design is better than FE Analytics.
This is amazing, it really is. It is like we have leapt out of the dark ages.
I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.
It's actually realtime data, not monthly. It's simply excellent.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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
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.
We could not build XALT in 5 years if we tried
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
This is really useful, I can build a report for a client in seconds.
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.
I see why sales jump all over this, it's a great tool.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It saves time for the distribution team and is very efficient.
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 is an excellent capability.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
This is a true sales enablement application, our sales guys love this.
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 amount of information it gives you is overwhelmingly amazing. And it's beautiful.
The integrations are a winner and this is exactly how a sales person should be operating these days.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
We had a gap in true product intelligence, XALT fills this gap perfectly.