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!"
XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
It's a nice solution, very useful.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
This is the crème de la crème.
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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
We could not build XALT in 5 years if we tried
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
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
The one stop shop is great; self serve is really useful; it's a really great system.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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
I see why sales jump all over this, it's a great tool.
I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.
Fantastic. A really impressive piece of kit, well done.
This is the equivalent of Bloomberg for asset management sales.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
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.
If I was running the team I would 100% roll this out to the entire firm.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
This is amazing, it really is. It is like we have leapt out of the dark ages.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT gives me incredibly quick access to information and is a useful tool for clients.
XALT is the best tool we have access to internally. It's so easy and user friendly.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
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'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.