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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It's cheap! It should be closer to $15k per person.
If I was running the team I would 100% roll this out to the entire firm.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
It is an excellent capability.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
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.
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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
You're 1000 steps ahead of where we were thinking.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Fantastic. A really impressive piece of kit, well done.
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'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
This is a true sales enablement application, our sales guys love this.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
All product specific docs in one place. I love it.
What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
This is the equivalent of Bloomberg for asset management sales.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
It is so fast, I originally thought it was a trick!
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
XALT is just the tool we need, everything is immediately available
It's actually realtime data, not monthly. It's simply excellent.
XALT has delivered revenue growth, time efficiencies and cost savings
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.