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!"
Fantastic. A really impressive piece of kit, well done.
This is really useful, I can build a report for a client in seconds.
Outsourcing rather than building it ourselves has been a huge win for us.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
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 a nice solution, very useful.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
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.
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.
It is easy to find all the information that you need.
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.
This is the equivalent of Bloomberg for asset management sales.
XALT is very robust and easy to use.
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're 1000 steps ahead of where we were thinking.
We could not build XALT in 5 years if we tried
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It is an excellent capability.
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.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
A very slick application, we are very impressed.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
XALT is just the tool we need, everything is immediately available
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.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
XALT moves us ahead and shows the art of the possible.
It's fantastic. I wish I had it in the past.
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
One tool for all product related documents. It's perfect.
XALT is the best tool we have access to internally. It's so easy and user friendly.