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's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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 moves us ahead and shows the art of the possible.
This is a fantastic product and is used very well in our intermediary channels.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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.
You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful
This is the crème de la crème.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
The one stop shop is great; self serve is really useful; it's a really great system.
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.
We could not build XALT in 5 years if we tried
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.
Arguably functionality, level of information and design is better than FE Analytics.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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 a true sales enablement application, our sales guys love this.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Gold standard in seconds.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
It's actually realtime data, not monthly. It's simply excellent.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Anything that reduces interactions with Salesforce is a distinct boon.
A very slick application, we are very impressed.
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.
XALT has delivered revenue growth, time efficiencies and cost savings