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!"

This is a fantastic product and is used very well in our intermediary channels.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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's fantastic. I wish I had it in the past.
If I was running the team I would 100% roll this out to the entire firm.
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.
One tool for all product related documents. It's perfect.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
All product specific docs in one place. I love it.
You're 1000 steps ahead of where we were thinking.
The one stop shop is great; self serve is really useful; it's a really great system.
This is a true sales enablement application, our sales guys love this.
This is really useful, I can build a report for a client in seconds.
Fantastic. A really impressive piece of kit, well done.
XALT moves us ahead and shows the art of the possible.
I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.
Anything that reduces interactions with Salesforce is a distinct boon.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It's a nice solution, very useful.
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'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.
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.
I see why sales jump all over this, it's a great tool.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
Outsourcing rather than building it ourselves has been a huge win for us.
XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
It saves time for the distribution team and is very efficient.
XALT has delivered revenue growth, time efficiencies and cost savings
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.