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!"
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The integrations are a winner and this is exactly how a sales person should be operating these days.
All product specific docs in one place. I love it.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
It is easy to find all the information that you need.
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 bond holdings chart came in very handy. I was able to answer the client’s question straightaway
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
When I first saw XALT I was like "oh my god we could do with something like that!"
Gold standard in seconds.
It is an excellent capability.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
If I was running the team I would 100% roll this out to the entire firm.
One tool for all product related documents. It's perfect.
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.
It's a nice solution, very useful.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
This is a true sales enablement application, our sales guys love this.
Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.
The one stop shop is great; self serve is really useful; it's a really great system.
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 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.
Anything that reduces interactions with Salesforce is a distinct boon.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
XALT has delivered revenue growth, time efficiencies and cost savings
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's the holy grail of what we've been looking for. XALT is a very impressive product.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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.