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!"
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.
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.
It's actually realtime data, not monthly. It's simply excellent.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.
This is the equivalent of Bloomberg for asset management sales.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
Arguably functionality, level of information and design is better than FE Analytics.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
One tool for all product related documents. It's perfect.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
Fantastic. A really impressive piece of kit, well done.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
This is such an exciting application.
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.
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.
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.
XALT gives me incredibly quick access to information and is a useful tool for clients.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
This is the crème de la crème.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
It's fantastic. I wish I had it in the past.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
It is an excellent capability.
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 responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.