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!"

XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
We could not build XALT in 5 years if we tried
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
XALT is very robust and easy to use.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
If I was running the team I would 100% roll this out to the entire firm.
It's a nice solution, very useful.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
It's fantastic. I wish I had it in the past.
This is the equivalent of Bloomberg for asset management sales.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
XALT is just the tool we need, everything is immediately available
It's the holy grail of what we've been looking for. XALT is a very impressive product.
Anything that reduces interactions with Salesforce is a distinct boon.
You're 1000 steps ahead of where we were thinking.
This is a true sales enablement application, our sales guys love this.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
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 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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
The one stop shop is great; self serve is really useful; it's a really great system.
It is easy to find all the information that you need.