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!"
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.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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 is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
Outsourcing rather than building it ourselves has been a huge win for us.
All product specific docs in one place. I love it.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
It saves time for the distribution team and is very efficient.
Gold standard in seconds.
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
One tool for all product related documents. It's perfect.
The one stop shop is great; self serve is really useful; it's a really great system.
The integrations are a winner and this is exactly how a sales person should be operating these days.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
It's a nice solution, very useful.
It's fantastic. I wish I had it in the past.
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.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
Anything that reduces interactions with Salesforce is a distinct boon.
XALT has delivered revenue growth, time efficiencies and cost savings
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
Arguably functionality, level of information and design is better than FE Analytics.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
It's a nice solution, very useful.
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 actually realtime data, not monthly. It's simply excellent.