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!"
One tool for all product related documents. It's perfect.
You're 1000 steps ahead of where we were thinking.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
This is a fantastic product and is used very well in our intermediary channels.
Outsourcing rather than building it ourselves has been a huge win for us.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
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.
XALT is just the tool we need, everything is immediately available
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.
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
XALT moves us ahead and shows the art of the possible.
This is the equivalent of Bloomberg for asset management sales.
Anything that reduces interactions with Salesforce is a distinct boon.
The one stop shop is great; self serve is really useful; it's a really great system.
It saves time for the distribution team and is very efficient.
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.
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.
It's actually realtime data, not monthly. It's simply excellent.
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.
A very slick application, we are very impressed.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
This is a true sales enablement application, our sales guys love this.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It is easy to find all the information that you 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.
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.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.