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's a great way to see our flows in the market. It's a massive benefit, straight away.
It is an excellent capability.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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 great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
It's cheap! It should be closer to $15k per person.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
XALT is very robust and easy to use.
XALT is just the tool we need, everything is immediately available
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
This is the equivalent of Bloomberg for asset management sales.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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 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.
This is a fantastic product and is used very well in our intermediary channels.
We had a gap in true product intelligence, XALT fills this gap perfectly.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It is so fast, I originally thought it was a trick!
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Anything that reduces interactions with Salesforce is a distinct boon.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
All product specific docs in one place. I love it.
A very slick application, we are very impressed.
XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
This is the crème de la crème.
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
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.