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!"
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
A very slick application, we are very impressed.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
This is the equivalent of Bloomberg for asset management sales.
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.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT is the best tool we have access to internally. It's so easy and user friendly.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
When I first saw XALT I was like "oh my god we could do with something like that!"
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 I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
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
It's a great way to see our flows in the market. It's a massive benefit, straight away.
You're 1000 steps ahead of where we were thinking.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
It's fantastic. I wish I had it in the past.
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.
If I was running the team I would 100% roll this out to the entire firm.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
This is a true sales enablement application, our sales guys love this.