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!"
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
It is an excellent capability.
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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT is very robust and easy to use.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
XALT is just the tool we need, everything is immediately available
The one stop shop is great; self serve is really useful; it's a really great system.
It's a nice solution, very useful.
This is a fantastic product and is used very well in our intermediary channels.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
It is so fast, I originally thought it was a trick!
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It saves time for the distribution team and is very efficient.
We had a gap in true product intelligence, XALT fills this gap perfectly.
This is the equivalent of Bloomberg for asset management sales.
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.
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.
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.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
You're 1000 steps ahead of where we were thinking.
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.
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.
This is really useful, I can build a report for a client in seconds.
It's fantastic. I wish I had it in the past.