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!"
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Outsourcing rather than building it ourselves has been a huge win for us.
This is a fantastic product and is used very well in our intermediary channels.
One tool for all product related documents. It's perfect.
It is so fast, I originally thought it was a trick!
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
This is amazing, it really is. It is like we have leapt out of the dark ages.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
The one stop shop is great; self serve is really useful; it's a really great system.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
XALT moves us ahead and shows the art of the possible.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
It is an excellent capability.
Anything that reduces interactions with Salesforce is a distinct boon.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
Gold standard in seconds.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT is the best tool we have access to internally. It's so easy and user friendly.
I see why sales jump all over this, it's a great tool.
XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
Fantastic. A really impressive piece of kit, well done.
XALT is very robust and easy to use.
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
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.
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.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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.