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!"
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
The integrations are a winner and this is exactly how a sales person should be operating these days.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
XALT is very robust and easy to use.
Gold standard in seconds.
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.
This is the crème de la crème.
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
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.
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.
Fantastic. A really impressive piece of kit, well done.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
All product specific docs in one place. I love it.
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.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
Arguably functionality, level of information and design is better than FE Analytics.
XALT is just the tool we need, everything is immediately available
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
I see why sales jump all over this, it's a great tool.