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 moves us ahead and shows the art of the possible.
XALT is just the tool we need, everything is immediately available
This is such an exciting application.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
This is the crème de la crème.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
A very slick application, we are very impressed.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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 Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
This is a fantastic product and is used very well in our intermediary channels.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
XALT gives me incredibly quick access to information and is a useful tool for clients.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
One tool for all product related documents. It's perfect.
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 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 saves time for the distribution team and is very efficient.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It is so fast, I originally thought it was a trick!
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.