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!"
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
It's cheap! It should be closer to $15k per person.
The one stop shop is great; self serve is really useful; it's a really great system.
One tool for all product related documents. It's perfect.
We could not build XALT in 5 years if we tried
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.
XALT has delivered revenue growth, time efficiencies and cost savings
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.
It saves time for the distribution team and is very efficient.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
Gold standard in seconds.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
This is a true sales enablement application, our sales guys love this.
It is an excellent capability.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
This is the crème de la crème.
The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.
All product specific docs in one place. I love it.
When I first saw XALT I was like "oh my god we could do with something like that!"
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
I see why sales jump all over this, it's a great tool.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
The integrations are a winner and this is exactly how a sales person should be operating these days.