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!"
Fantastic. A really impressive piece of kit, well done.
It's a nice solution, very useful.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
This is the crème de la crème.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
One tool for all product related documents. It's perfect.
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 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 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.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It is so fast, I originally thought it was a trick!
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
This is really useful, I can build a report for a client in seconds.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
If I was running the team I would 100% roll this out to the entire firm.
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.
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.
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 would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT is very robust and easy to use.
This is the equivalent of Bloomberg for asset management sales.
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.
A very slick application, we are very impressed.
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.
You're 1000 steps ahead of where we were thinking.
It saves time for the distribution team and is very efficient.
XALT is just the tool we need, everything is immediately available
All product specific docs in one place. I love it.
It's fantastic. I wish I had it in the past.
It's cheap! It should be closer to $15k per person.
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.