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 looks like an incredibly useful tool, I can fully see why people are enamoured by it.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
A very slick application, we are very impressed.
This is a true sales enablement application, our sales guys love this.
This is the equivalent of Bloomberg for asset management sales.
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.
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.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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
This is really useful, I can build a report for a client in seconds.
It's cheap! It should be closer to $15k per person.
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.
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.
You're 1000 steps ahead of where we were thinking.
The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.
Arguably functionality, level of information and design is better than FE Analytics.
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
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.
It is an excellent capability.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Anything that reduces interactions with Salesforce is a distinct boon.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It saves time for the distribution team and is very efficient.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.