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!"
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
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.
One tool for all product related documents. It's perfect.
When I first saw XALT I was like "oh my god we could do with something like that!"
This is a fantastic product and is used very well in our intermediary channels.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
I see why sales jump all over this, it's a great tool.
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.
If I was running the team I would 100% roll this out to the entire firm.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
All product specific docs in one place. I love it.
You're 1000 steps ahead of where we were thinking.
This is the equivalent of Bloomberg for asset management sales.
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.
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 great way to see our flows in the market. It's a massive benefit, straight away.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
This is the crème de la crème.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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 saves time for the distribution team and is very efficient.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
This is a true sales enablement application, our sales guys love this.
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.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
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
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.