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!"
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.
We could not build XALT in 5 years if we tried
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 had a gap in true product intelligence, XALT fills this gap perfectly.
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.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
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.
What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
You're 1000 steps ahead of where we were thinking.
Gold standard in seconds.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
This is amazing, it really is. It is like we have leapt out of the dark ages.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's a nice solution, very useful.
The one stop shop is great; self serve is really useful; it's a really great system.
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
If I was running the team I would 100% roll this out to the entire firm.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
A very slick application, we are very impressed.
This is the equivalent of Bloomberg for asset management sales.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
One tool for all product related documents. It's perfect.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
Outsourcing rather than building it ourselves has been a huge win for us.
It's actually realtime data, not monthly. It's simply excellent.
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.
XALT is very robust and easy to use.