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's actually realtime data, not monthly. It's simply excellent.
This is really useful, I can build a report for a client in seconds.
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Anything that reduces interactions with Salesforce is a distinct boon.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
This is such an exciting application.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
One tool for all product related documents. It's perfect.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
A very slick application, we are very impressed.
The integrations are a winner and this is exactly how a sales person should be operating these days.
It saves time for the distribution team and is very efficient.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
It is so fast, I originally thought it was a trick!
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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 ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
This is the equivalent of Bloomberg for asset management sales.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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
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.
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.
XALT is just the tool we need, everything is immediately available
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's nicely designed. Sending comparisons to clients definitely helps win assets.
It's cheap! It should be closer to $15k per person.
We had a gap in true product intelligence, XALT fills this gap perfectly.