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!"
It's cheap! It should be closer to $15k per person.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
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.
You're 1000 steps ahead of where we were thinking.
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.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
I see why sales jump all over this, it's a great tool.
It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
This is a fantastic product and is used very well in our intermediary channels.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
This is amazing, it really is. It is like we have leapt out of the dark ages.
We could not build XALT in 5 years if we tried
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.
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.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Gold standard in seconds.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
It's fantastic. I wish I had it in the past.
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.
It's a nice solution, very useful.
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's a nice solution, very useful.
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.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
Outsourcing rather than building it ourselves has been a huge win for us.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.