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 all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
If I was running the team I would 100% roll this out to the entire firm.
A very slick application, we are very impressed.
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 the best tool we have access to internally. It's so easy and user friendly.
You're 1000 steps ahead of where we were thinking.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
This is the equivalent of Bloomberg for asset management sales.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
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 nicely designed. Sending comparisons to clients definitely helps win assets.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It is so fast, I originally thought it was a trick!
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.
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.
This is really useful, I can build a report for a client in seconds.
It's cheap! It should be closer to $15k per person.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
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 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.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT has delivered revenue growth, time efficiencies and cost savings
Gold standard in seconds.
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.
We could not build XALT in 5 years if we tried
XALT gives me incredibly quick access to information and is a useful tool for clients.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.