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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It's fantastic. I wish I had it in the past.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
This is such an exciting application.
It is an excellent capability.
This is really useful, I can build a report for a client in seconds.
This is a fantastic product and is used very well in our intermediary channels.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
This is a true sales enablement application, our sales guys love this.
This is the equivalent of Bloomberg for asset management sales.
XALT has delivered revenue growth, time efficiencies and cost savings
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
All product specific docs in one place. I love it.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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.
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.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It's a nice solution, very useful.
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
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
Anything that reduces interactions with Salesforce is a distinct boon.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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 cheap! It should be closer to $15k per person.
Gold standard in seconds.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
It is so fast, I originally thought it was a trick!
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.