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!"

XALT is an amazing tool. It is wonderful to have everything accessible in one place.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
Arguably functionality, level of information and design is better than FE Analytics.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
We could not build XALT in 5 years if we tried
If I was running the team I would 100% roll this out to the entire firm.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.
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 is very robust and easy to use.
XALT moves us ahead and shows the art of the possible.
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 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.
All product specific docs in one place. I love it.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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 ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
This is the crème de la crème.
You're 1000 steps ahead of where we were thinking.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Fantastic. A really impressive piece of kit, well done.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Outsourcing rather than building it ourselves has been a huge win for us.