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!"
Outsourcing rather than building it ourselves has been a huge win for us.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.
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.
It is an excellent capability.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT is very robust and easy to use.
It's cheap! It should be closer to $15k per person.
All product specific docs in one place. I love it.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
It is so fast, I originally thought it was a trick!
It saves time for the distribution team and is very efficient.
This is the equivalent of Bloomberg for asset management sales.
The one stop shop is great; self serve is really useful; it's a really great system.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
Anything that reduces interactions with Salesforce is a distinct boon.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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.
We could not build XALT in 5 years if we tried
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
XALT is just the tool we need, everything is immediately available
I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
A very slick application, we are very impressed.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
Gold standard in seconds.
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.