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!"
This is such an exciting application.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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 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.
This is the crème de la crème.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
Fantastic. A really impressive piece of kit, well done.
It is so fast, I originally thought it was a trick!
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
One tool for all product related documents. It's perfect.
It is easy to find all the information that you need.
We could not build XALT in 5 years if we tried
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.
This is a fantastic product and is used very well in our intermediary channels.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
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
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
I see why sales jump all over this, it's a great tool.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It's fantastic. I wish I had it in the past.
It's a nice solution, very useful.
It's cheap! It should be closer to $15k per person.
It's actually realtime data, not monthly. It's simply excellent.
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 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.