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!"
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It's fantastic. I wish I had it in the past.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT gives me incredibly quick access to information and is a useful tool for clients.
This is the crème de la crème.
This is the equivalent of Bloomberg for asset management sales.
It's a nice solution, very useful.
It's a nice solution, very useful.
XALT is just the tool we need, everything is immediately available
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.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
Gold standard in seconds.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It is so fast, I originally thought it was a trick!
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.
If I was running the team I would 100% roll this out to the entire firm.
This is such an exciting application.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
Outsourcing rather than building it ourselves has been a huge win for us.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
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.
Fantastic. A really impressive piece of kit, well done.
A very slick application, we are very impressed.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
XALT is the best tool we have access to internally. It's so easy and user friendly.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Arguably functionality, level of information and design is better than FE Analytics.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
XALT moves us ahead and shows the art of the possible.