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!"
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
You're 1000 steps ahead of where we were thinking.
When I first saw XALT I was like "oh my god we could do with something like that!"
It saves time for the distribution team and is very efficient.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
All product specific docs in one place. I love it.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT is the best tool we have access to internally. It's so easy and user friendly.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
XALT moves us ahead and shows the art of the possible.
It's a nice solution, very useful.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
This is a true sales enablement application, our sales guys love this.
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.
XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
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 actually realtime data, not monthly. It's simply excellent.
If I was running the team I would 100% roll this out to the entire firm.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
Anything that reduces interactions with Salesforce is a distinct boon.
It's cheap! It should be closer to $15k per person.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
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.
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's nicely designed. Sending comparisons to clients definitely helps win assets.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.