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!"
We could not build XALT in 5 years if we tried
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
I see why sales jump all over this, it's a great tool.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
The one stop shop is great; self serve is really useful; it's a really great system.
This is amazing, it really is. It is like we have leapt out of the dark ages.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
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 an amazing tool. It is wonderful to have everything accessible in one place.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It's a nice solution, very useful.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
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
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
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 love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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.
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.
It's a nice solution, very useful.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
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
It's cheap! It should be closer to $15k per person.
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.