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!"
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've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
A very slick application, we are very impressed.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
This is a true sales enablement application, our sales guys love this.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It's actually realtime data, not monthly. It's simply excellent.
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.
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
Fantastic. A really impressive piece of kit, well done.
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 is an excellent capability.
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.
XALT gives me incredibly quick access to information and is a useful tool for clients.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT moves us ahead and shows the art of the possible.
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.
Arguably functionality, level of information and design is better than FE Analytics.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.