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!"

We could not build XALT in 5 years if we tried
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
This is a true sales enablement application, our sales guys love this.
It is so fast, I originally thought it was a trick!
It's a nice solution, very useful.
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
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.
Fantastic. A really impressive piece of kit, well done.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT gives me incredibly quick access to information and is a useful tool for clients.
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT moves us ahead and shows the art of the possible.
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
This is the equivalent of Bloomberg for asset management sales.
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 has delivered revenue growth, time efficiencies and cost savings
If I was running the team I would 100% roll this out to the entire firm.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
This is such an exciting application.
It's fantastic. I wish I had it in the past.
The one stop shop is great; self serve is really useful; it's a really great system.
Arguably functionality, level of information and design is better than FE Analytics.
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 offers excellent algorithms to produce meaningful insights across different time periods and funds.
XALT is the best tool we have access to internally. It's so easy and user friendly.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
This is really useful, I can build a report for a client in seconds.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.