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 a true sales enablement application, our sales guys love this.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
This is the equivalent of Bloomberg for asset management sales.
It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
XALT is very robust and easy to use.
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.
It is easy to find all the information that you need.
Outsourcing rather than building it ourselves has been a huge win for us.
If I was running the team I would 100% roll this out to the entire firm.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.
One tool for all product related documents. It's perfect.
It's fantastic. I wish I had it in the past.
This is really useful, I can build a report for a client in seconds.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
Arguably functionality, level of information and design is better than FE Analytics.
It's a nice solution, very useful.
It is an excellent capability.
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.
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.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
This is such an exciting application.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
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.
This is the crème de la crème.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.