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!"
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
It is easy to find all the information that you need.
Fantastic. A really impressive piece of kit, well done.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
You're 1000 steps ahead of where we were thinking.
This is amazing, it really is. It is like we have leapt out of the dark ages.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
XALT is just the tool we need, everything is immediately available
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
It is so fast, I originally thought it was a trick!
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
XALT moves us ahead and shows the art of the possible.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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 cheap! It should be closer to $15k per person.
XALT gives me incredibly quick access to information and is a useful tool for clients.
It's a nice solution, very useful.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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 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.
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.
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 has delivered revenue growth, time efficiencies and cost savings
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
I see why sales jump all over this, it's a great tool.