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!"
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 truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
We could not build XALT in 5 years if we tried
This is the crème de la crème.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT gives me incredibly quick access to information and is a useful tool for clients.
XALT is very robust and easy to use.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
XALT has delivered revenue growth, time efficiencies and cost savings
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.
XALT moves us ahead and shows the art of the possible.
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.
It saves time for the distribution team and is very efficient.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Arguably functionality, level of information and design is better than FE Analytics.
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 we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
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 is the best tool we have access to internally. It's so easy and user friendly.
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 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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
This is the equivalent of Bloomberg for asset management sales.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
All product specific docs in one place. I love it.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
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
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
I see why sales jump all over this, it's a great tool.
It's a nice solution, very useful.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.