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!"
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT gives me incredibly quick access to information and is a useful tool for clients.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful
This is the equivalent of Bloomberg for asset management sales.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
You're 1000 steps ahead of where we were thinking.
It is an excellent capability.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
It is easy to find all the information that you need.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Fantastic. A really impressive piece of kit, well done.
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.
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 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.
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 saves time for the distribution team and is very efficient.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
We could not build XALT in 5 years if we tried
XALT has delivered revenue growth, time efficiencies and cost savings
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.
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.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's a great way to see our flows in the market. It's a massive benefit, straight away.