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!"

The one stop shop is great; self serve is really useful; it's a really great system.
XALT is just the tool we need, everything is immediately available
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.
If I was running the team I would 100% roll this out to the entire firm.
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
When I first saw XALT I was like "oh my god we could do with something like that!"
This is the crème de la crème.
This is a fantastic product and is used very well in our intermediary channels.
Fantastic. A really impressive piece of kit, well done.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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.
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.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
You're 1000 steps ahead of where we were thinking.
Outsourcing rather than building it ourselves has been a huge win for us.
It is an excellent capability.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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 pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It's fantastic. I wish I had it in the past.
This is such an exciting application.
This is a true sales enablement application, our sales guys love this.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use 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.
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT