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 is so fast, I originally thought it was a trick!
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
XALT is just the tool we need, everything is immediately available
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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 lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
This is the crème de la crème.
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.
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
It saves time for the distribution team and is very efficient.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
Gold standard in seconds.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
It's cheap! It should be closer to $15k per person.
I see why sales jump all over this, it's a great tool.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
You're 1000 steps ahead of where we were thinking.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
This is such an exciting application.
When I first saw XALT I was like "oh my god we could do with something like that!"
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
This is a fantastic product and is used very well in our intermediary channels.