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 amazing, it really is. It is like we have leapt out of the dark ages.
If I was running the team I would 100% roll this out to the entire firm.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
XALT moves us ahead and shows the art of the possible.
This is such an exciting application.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
When I first saw XALT I was like "oh my god we could do with something like that!"
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
The one stop shop is great; self serve is really useful; it's a really great system.
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 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.
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.
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 all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT has delivered revenue growth, time efficiencies and cost savings
This is the crème de la crème.
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.
One tool for all product related documents. It's perfect.
This is a fantastic product and is used very well in our intermediary channels.
It's fantastic. I wish I had it in the past.
Fantastic. A really impressive piece of kit, well done.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
It is an excellent capability.
A very slick application, we are very impressed.
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.
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.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT