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!"
A very slick application, we are very impressed.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
If I was running the team I would 100% roll this out to the entire firm.
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's a nice solution, very useful.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
It is an excellent capability.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Fantastic. A really impressive piece of kit, well done.
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.
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.
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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.
This is the crème de la crème.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
This is a fantastic product and is used very well in our intermediary channels.
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 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 could not build XALT in 5 years if we tried
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
It's the holy grail of what we've been looking for. XALT is a very impressive product.