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 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.
This is the equivalent of Bloomberg for asset management sales.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
If I was running the team I would 100% roll this out to the entire firm.
I see why sales jump all over this, it's a great tool.
You're 1000 steps ahead of where we were thinking.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
We could not build XALT in 5 years if we tried
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
It saves time for the distribution team and is very efficient.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
Gold standard in seconds.
The one stop shop is great; self serve is really useful; it's a really great system.
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
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
All product specific docs in one place. I love it.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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 is an excellent capability.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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's fantastic. I wish I had it in the past.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It's cheap! It should be closer to $15k per person.
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.
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.