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 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.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
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.
One tool for all product related documents. It's perfect.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
We could not build XALT in 5 years if we tried
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.
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 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.
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.
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.
Fantastic. A really impressive piece of kit, well done.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
This is really useful, I can build a report for a client in seconds.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
You're 1000 steps ahead of where we were thinking.
This is the crème de la crème.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT gives me incredibly quick access to information and is a useful tool for clients.
It's fantastic. I wish I had it in the past.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
This is such an exciting application.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's a nice solution, very useful.
It saves time for the distribution team and is very efficient.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.