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's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
The integrations are a winner and this is exactly how a sales person should be operating these days.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
This is such an exciting application.
It is an excellent capability.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
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.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Anything that reduces interactions with Salesforce is a distinct boon.
All product specific docs in one place. I love it.
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 integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
This is the crème de la crème.
When I first saw XALT I was like "oh my god we could do with something like that!"
Outsourcing rather than building it ourselves has been a huge win for us.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It is easy to find all the information that you need.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Gold standard in seconds.
This is a true sales enablement application, our sales guys love this.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
This is amazing, it really is. It is like we have leapt out of the dark ages.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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.
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.
Arguably functionality, level of information and design is better than FE Analytics.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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 bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.