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!"
Fantastic. A really impressive piece of kit, well done.
It's actually realtime data, not monthly. It's simply excellent.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
XALT has delivered revenue growth, time efficiencies and cost savings
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.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
We had a gap in true product intelligence, XALT fills this gap perfectly.
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.
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.
It is so fast, I originally thought it was a trick!
This is the equivalent of Bloomberg for asset management sales.
XALT is the best tool we have access to internally. It's so easy and user friendly.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
Anything that reduces interactions with Salesforce is a distinct boon.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It's cheap! It should be closer to $15k per person.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
I see why sales jump all over this, it's a great tool.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It saves time for the distribution team and is very efficient.
It's a nice solution, very useful.
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.
It's a nice solution, very useful.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
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.