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.
If I was running the team I would 100% roll this out to the entire firm.
It saves time for the distribution team and is very efficient.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
One tool for all product related documents. It's perfect.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It is so fast, I originally thought it was a trick!
It's cheap! It should be closer to $15k per person.
Arguably functionality, level of information and design is better than FE Analytics.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
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 is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It is easy to find all the information that you need.
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 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.
I see why sales jump all over this, it's a great tool.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
The one stop shop is great; self serve is really useful; it's a really great system.
XALT moves us ahead and shows the art of the possible.
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.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT is just the tool we need, everything is immediately available
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
We had a gap in true product intelligence, XALT fills this gap perfectly.
This is the equivalent of Bloomberg for asset management sales.