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 responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
The one stop shop is great; self serve is really useful; it's a really great system.
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.
This is such an exciting application.
Anything that reduces interactions with Salesforce is a distinct boon.
A very slick application, we are very impressed.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
Gold standard in seconds.
If I was running the team I would 100% roll this out to the entire firm.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT is just the tool we need, everything is immediately available
XALT moves us ahead and shows the art of the possible.
It is so fast, I originally thought it was a trick!
You're 1000 steps ahead of where we were thinking.
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 integrations are a winner and this is exactly how a sales person should be operating these days.
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.
It saves time for the distribution team and is very efficient.
One tool for all product related documents. It's perfect.
This is really useful, I can build a report for a client in seconds.
I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.
This is a fantastic product and is used very well in our intermediary channels.
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's nicely designed. Sending comparisons to clients definitely helps win assets.