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!"
The integrations are a winner and this is exactly how a sales person should be operating these days.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
It is so fast, I originally thought it was a trick!
This is really useful, I can build a report for a client in seconds.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
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.
It's actually realtime data, not monthly. It's simply excellent.
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.
If I was running the team I would 100% roll this out to the entire firm.
When I first saw XALT I was like "oh my god we could do with something like that!"
It's the holy grail of what we've been looking for. XALT is a very impressive 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.
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.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
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 looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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's a nice solution, very useful.
XALT is very robust and easy to use.
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.
It's fantastic. I wish I had it in the past.
XALT has delivered revenue growth, time efficiencies and cost savings
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
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
One tool for all product related documents. It's perfect.
This is a true sales enablement application, our sales guys love this.
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
XALT is just the tool we need, everything is immediately available
XALT is the best tool we have access to internally. It's so easy and user friendly.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.