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!"
It is an excellent capability.
You're 1000 steps ahead of where we were thinking.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
This is the equivalent of Bloomberg for asset management sales.
Fantastic. A really impressive piece of kit, well done.
One tool for all product related documents. It's perfect.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
This is really useful, I can build a report for a client in seconds.
A very slick application, we are very impressed.
Outsourcing rather than building it ourselves has been a huge win for us.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
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 great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
This is a fantastic product and is used very well in our intermediary channels.
It's a nice solution, very useful.
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 very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
We had a gap in true product intelligence, XALT fills this gap perfectly.
If I was running the team I would 100% roll this out to the entire firm.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.