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!"
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.
All product specific docs in one place. I love it.
It saves time for the distribution team and is very efficient.
A very slick application, we are very impressed.
It is so fast, I originally thought it was a trick!
It is easy to find all the information that you need.
It is an excellent capability.
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.
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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
One tool for all product related documents. It's perfect.
It's actually realtime data, not monthly. It's simply excellent.
XALT is very robust and easy to use.
You're 1000 steps ahead of where we were thinking.
It's a nice solution, very useful.
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 took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
Anything that reduces interactions with Salesforce is a distinct boon.
The integrations are a winner and this is exactly how a sales person should be operating these days.
If I was running the team I would 100% roll this out to the entire firm.
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.
This is really useful, I can build a report for a client in seconds.
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.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
When I first saw XALT I was like "oh my god we could do with something like that!"
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It's a nice solution, very useful.
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.