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!"
Anything that reduces interactions with Salesforce is a distinct boon.
Fantastic. A really impressive piece of kit, well done.
It is an excellent capability.
It's fantastic. I wish I had it in the past.
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.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
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 saves time for the distribution team and is very efficient.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
This is amazing, it really is. It is like we have leapt out of the dark ages.
This is really useful, I can build a report for a client in seconds.
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.
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.
It is so fast, I originally thought it was a trick!
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It is easy to find all the information that you need.
I see why sales jump all over this, it's a great tool.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
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.
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.
It's a nice solution, very useful.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
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.
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.
This is the crème de la crème.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
Outsourcing rather than building it ourselves has been a huge win for us.
This is such an exciting application.
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.