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!"
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
It is easy to find all the information that you need.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
A very slick application, we are very impressed.
If I was running the team I would 100% roll this out to the entire firm.
XALT is just the tool we need, everything is immediately available
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Outsourcing rather than building it ourselves has been a huge win for us.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
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.
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.
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.
I see why sales jump all over this, it's a great tool.
This is a fantastic product and is used very well in our intermediary channels.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Fantastic. A really impressive piece of kit, well done.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
Arguably functionality, level of information and design is better than FE Analytics.
It is an excellent capability.
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.
All product specific docs in one place. I love it.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.