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's the holy grail of what we've been looking for. XALT is a very impressive product.
We could not build XALT in 5 years if we tried
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
I see why sales jump all over this, it's a great tool.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Arguably functionality, level of information and design is better than FE Analytics.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
A very slick application, we are very impressed.
It is an excellent capability.
XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
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.
If I was running the team I would 100% roll this out to the entire firm.
It's cheap! It should be closer to $15k per person.
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.
It saves time for the distribution team and is very efficient.
Gold standard in seconds.
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
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.
Fantastic. A really impressive piece of kit, well done.
It's a nice solution, very useful.
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.
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's fantastic. I wish I had it in the past.
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.