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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
It is easy to find all the information that you need.
Anything that reduces interactions with Salesforce is a distinct boon.
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
This is the crème de la crème.
It's a nice solution, very useful.
Fantastic. A really impressive piece of kit, well done.
It saves time for the distribution team and is very efficient.
It is an excellent capability.
A very slick application, we are very impressed.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Outsourcing rather than building it ourselves has been a huge win for us.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
This is really useful, I can build a report for a client in seconds.
One tool for all product related documents. It's perfect.
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.
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.
Arguably functionality, level of information and design is better than FE Analytics.
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.
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.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
XALT moves us ahead and shows the art of the possible.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.