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 amazing, it really is. It is like we have leapt out of the dark ages.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
When I first saw XALT I was like "oh my god we could do with something like that!"
This is a fantastic product and is used very well in our intermediary channels.
XALT is very robust and easy to use.
All product specific docs in one place. I love it.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
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.
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 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'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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It saves time for the distribution team and is very efficient.
I see why sales jump all over this, it's a great tool.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
We could not build XALT in 5 years if we tried
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.
XALT has delivered revenue growth, time efficiencies and cost savings
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
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.
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
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It's a nice solution, very useful.
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.
This is the equivalent of Bloomberg for asset management sales.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway