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 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.
XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.
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
A very slick application, we are very impressed.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
Gold standard in seconds.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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 is just the tool we need, everything is immediately available
The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.
I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
XALT has delivered revenue growth, time efficiencies and cost savings
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It's a nice solution, very useful.
This is the crème de la crème.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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
XALT is the best tool we have access to internally. It's so easy and user friendly.
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?!"
We had a gap in true product intelligence, XALT fills this gap perfectly.
It is easy to find all the information that you need.
XALT is very robust and easy to use.