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 love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
This is really useful, I can build a report for a client in seconds.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Anything that reduces interactions with Salesforce is a distinct boon.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
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.
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
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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 useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
This is such an exciting application.
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'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.
It's a nice solution, very useful.
When I first saw XALT I was like "oh my god we could do with something like that!"
It is easy to find all the information that you need.