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 bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Gold standard in seconds.
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 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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
Anything that reduces interactions with Salesforce is a distinct boon.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
It is an excellent capability.
This is a true sales enablement application, our sales guys love this.
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.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
All product specific docs in one place. I love it.
Outsourcing rather than building it ourselves has been a huge win for us.
Fantastic. A really impressive piece of kit, well done.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT gives me incredibly quick access to information and is a useful tool for clients.
One tool for all product related documents. It's perfect.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
The one stop shop is great; self serve is really useful; it's a really great system.
You're 1000 steps ahead of where we were thinking.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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's fantastic. I wish I had it in the past.
My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
This is such an exciting application.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
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.