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!"
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
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's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
XALT is very robust and easy to use.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
The integrations are a winner and this is exactly how a sales person should be operating these days.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Gold standard in seconds.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
Outsourcing rather than building it ourselves has been a huge win for us.
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
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
You're 1000 steps ahead of where we were thinking.
A very slick application, we are very impressed.
Fantastic. A really impressive piece of kit, well done.
When I first saw XALT I was like "oh my god we could do with something like that!"
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
This is a fantastic product and is used very well in our intermediary channels.
It saves time for the distribution team and is very efficient.
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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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.
It's a nice solution, very useful.
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 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.
Anything that reduces interactions with Salesforce is a distinct boon.
The one stop shop is great; self serve is really useful; it's a really great system.
It's a nice solution, very useful.
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.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It is an excellent capability.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.