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 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's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Gold standard in seconds.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It saves time for the distribution team and is very efficient.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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.
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
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.
It's cheap! It should be closer to $15k per person.
This is really useful, I can build a report for a client in seconds.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.
One tool for all product related documents. It's perfect.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
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.
It's actually realtime data, not monthly. It's simply excellent.
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'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT is the best tool we have access to internally. It's so easy and user friendly.
It's fantastic. I wish I had it in the past.
The integrations are a winner and this is exactly how a sales person should be operating these days.
Outsourcing rather than building it ourselves has been a huge win for us.
This is a fantastic product and is used very well in our intermediary channels.
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.
It is an excellent capability.
XALT has delivered revenue growth, time efficiencies and cost savings
You're 1000 steps ahead of where we were thinking.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.