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 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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT is just the tool we need, everything is immediately available
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Gold standard in seconds.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
This is the crème de la crème.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
We could not build XALT in 5 years if we tried
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
This is a fantastic product and is used very well in our intermediary channels.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
I see why sales jump all over this, it's a great tool.
XALT gives me incredibly quick access to information and is a useful tool for clients.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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 and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
It's cheap! It should be closer to $15k per person.
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
It's a great way to see our flows in the market. It's a massive benefit, straight away.