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 a nice solution, very useful.
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
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
XALT moves us ahead and shows the art of the possible.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
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.
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's fantastic. I wish I had it in the past.
I see why sales jump all over this, it's a great tool.
This is such an exciting application.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Anything that reduces interactions with Salesforce is a distinct boon.
Outsourcing rather than building it ourselves has been a huge win for us.
The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.
Gold standard in seconds.
We could not build XALT in 5 years if we tried
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
A very slick application, we are very impressed.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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's a great way to see our flows in the market. It's a massive benefit, straight away.
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.
Fantastic. A really impressive piece of kit, well done.
This is the crème de la crème.
This is a true sales enablement application, our sales guys love this.
It saves time for the distribution team and is very efficient.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
When I first saw XALT I was like "oh my god we could do with something like that!"
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.