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 is easy to find all the information that you need.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
The one stop shop is great; self serve is really useful; it's a really great system.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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 has delivered revenue growth, time efficiencies and cost savings
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.
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.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
When I first saw XALT I was like "oh my god we could do with something like that!"
All product specific docs in one place. I love it.
It is an excellent capability.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
This is the crème de la crème.
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.
You're 1000 steps ahead of where we were thinking.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
I see why sales jump all over this, it's a great tool.
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.
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.
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.
Gold standard in seconds.
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 really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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
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.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.