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!"
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
This is really useful, I can build a report for a client in seconds.
It's actually realtime data, not monthly. It's simply excellent.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
This is amazing, it really is. It is like we have leapt out of the dark ages.
A very slick application, we are very impressed.
It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
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
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Fantastic. A really impressive piece of kit, well done.
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.
Arguably functionality, level of information and design is better than FE Analytics.
The one stop shop is great; self serve is really useful; it's a really great system.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
XALT is just the tool we need, everything is immediately available
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
All product specific docs in one place. I love it.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
This is the crème de la crème.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.