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!"
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.
I see why sales jump all over this, it's a great tool.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
This is amazing, it really is. It is like we have leapt out of the dark ages.
We could not build XALT in 5 years if we tried
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
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
You're 1000 steps ahead of where we were thinking.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It's the holy grail of what we've been looking for. XALT is a very impressive product.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It's a nice solution, very useful.
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
This is a fantastic product and is used very well in our intermediary channels.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Gold standard in seconds.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
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.
One tool for all product related documents. It's perfect.
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
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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'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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
It is an excellent capability.
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.