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 very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
This is the equivalent of Bloomberg for asset management sales.
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
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
If I was running the team I would 100% roll this out to the entire firm.
This is the crème de la crème.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
It's a nice solution, very useful.
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 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.
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It's a nice solution, very useful.
Outsourcing rather than building it ourselves has been a huge win for us.