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.
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.
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 is an excellent capability.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
XALT is the best tool we have access to internally. It's so easy and user friendly.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
This is really useful, I can build a report for a client in seconds.
This is a fantastic product and is used very well in our intermediary channels.
It's a nice solution, very useful.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Gold standard in seconds.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
A very slick application, we are very impressed.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
Fantastic. A really impressive piece of kit, well done.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.
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
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.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
The one stop shop is great; self serve is really useful; it's a really great system.
It's cheap! It should be closer to $15k per person.
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.
This is such an exciting application.