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 really useful, I can build a report for a client in seconds.
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.
It is easy to find all the information that you need.
I see why sales jump all over this, it's a great tool.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
The integrations are a winner and this is exactly how a sales person should be operating these days.
This is the crème de la crème.
This is such an exciting application.
You're 1000 steps ahead of where we were thinking.
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.
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.
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 the best tool we have access to internally. It's so easy and user friendly.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It's a nice solution, very useful.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
All product specific docs in one place. I love it.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
It saves time for the distribution team and is very efficient.
It's fantastic. I wish I had it in the past.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.