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."

TJ Voskamp
TJ Voskamp
Head of Distribution

"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."

Tim Hill
Tim Hill
Senior Managing Director

"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."

Justin Eede
Justin Eede
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Brandon Miller
Brandon Miller
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Ken Burd
Ken Burd
Managing Director

"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."

Gavin White
Gavin White
Head of UK Intermediary Sales

"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!"

Jon Rudling
Jon Rudling
Distribution Business Manager

The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.

Business Development Manager
Insurer Owned Asset Manager

We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.

Investment Strategist
Global Financial Investment Managers

Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.

Business Development Manager
Insurer Owned Asset Manager

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.

Head of Investor Relations
ESG-Focused $700B Asset Manager

XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.

Client Relationship Manager
Global Investment Managers

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.

Head of Institutional Business, EMEA ex-UK
Active-Focused Asset Manager

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.

Head of Global Marketing Solutions
Swiss Based Global Asset Manager

It's nicely designed. Sending comparisons to clients definitely helps win assets.

Head of Sales Latin America
$2.5T Asset Manager

We had a gap in true product intelligence, XALT fills this gap perfectly.

Product Specialist
Global Investment Managers

One tool for all product related documents. It's perfect.

ETF Sales Manager
Global Asset Manager

It's a great way to see our flows in the market. It's a massive benefit, straight away.

Head of Sales Enablement
$2.5T Asset Manager

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.

Director of Distribution and Marketing Business Intelligence
US Asset Manager

I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.

Client Relationship Manager
$2.5T Asset Manager

It's a nice solution, very useful.

Head of Wholesale & Distribution France
Boutique Asset Manager

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

Global Head of Asset Manager Marketing
Major US Asset Manager

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

Senior Director
Global Financial Investment Managers

I see why sales jump all over this, it's a great tool.

Digital Marketing Manager
International Asset Manager

It is so fast, I originally thought it was a trick!

Head of Sales, Spain
European Asset Manager

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

Business Development Manager
Insurer Owned Asset Manager

It's cheap! It should be closer to $15k per person.

Head of UK Sales
Multi-Asset Asset Manager

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.

Global Head of Front Office Technology
ESG-Focused $700B Asset Manager

We could not build XALT in 5 years if we tried

Investment Strategist
Global Financial Investment Managers

Arguably functionality, level of information and design is better than FE Analytics.

Regional Investment Director
$2.5T Asset Manager

It's a nice solution, very useful.

Head of Wholesale & Distribution France
Boutique Asset Manager

Anything that reduces interactions with Salesforce is a distinct boon.

Head of UK Client Group
$120bn UK Asset Manager

When I first saw XALT I was like "oh my god we could do with something like that!"

Head of UK ETF Sales
ESG-Focused $700B Asset Manager

There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.

Asset Manager
Global Asset Manager

Outsourcing rather than building it ourselves has been a huge win for us.

Business Distribution
$5T AUM

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.

Head of Sales
European Asset Manager

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.

Senior Director
Global Investment Managers

Tuning sales periods is perfect for clients. And the MI reporting on usages is great.

SVP, Financial Services Practice Lead
German Asset Manager

This is a fantastic product and is used very well in our intermediary channels.

Head of Digital Alignment
US Asset Manager

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.

Sales
Global Asset Manager

If we weren't already paying for it, I would happily pay for XALT out of my bonus.

Head of Sales Europe
$700B AUM

The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.

Director
Global Asset Manager

The integrations are a winner and this is exactly how a sales person should be operating these days.

Sales Manager
South African Asset Manager