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!"
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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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.
This is a true sales enablement application, our sales guys love this.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT is just the tool we need, everything is immediately available
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
This is a fantastic product and is used very well in our intermediary channels.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
Anything that reduces interactions with Salesforce is a distinct boon.
The integrations are a winner and this is exactly how a sales person should be operating these days.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
One tool for all product related documents. It's perfect.
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
The one stop shop is great; self serve is really useful; it's a really great system.
XALT has delivered revenue growth, time efficiencies and cost savings
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
It's fantastic. I wish I had it in the past.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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
Outsourcing rather than building it ourselves has been a huge win for us.
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.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
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.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
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.
You're 1000 steps ahead of where we were thinking.