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!"

I see why sales jump all over this, it's a great tool.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
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.
It's cheap! It should be closer to $15k per person.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
One tool for all product related documents. It's perfect.
It's a nice solution, very useful.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Arguably functionality, level of information and design is better than FE Analytics.
This is the crème de la crème.
This is such an exciting application.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
Gold standard in seconds.
Fantastic. A really impressive piece of kit, well done.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It is an excellent capability.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
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.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It is so fast, I originally thought it was a trick!
XALT is very robust and easy to use.
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.