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 has delivered revenue growth, time efficiencies and cost savings
I see why sales jump all over this, it's a great tool.
The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
The integrations are a winner and this is exactly how a sales person should be operating these days.
This is such an exciting application.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
XALT is just the tool we need, everything is immediately available
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
One tool for all product related documents. It's perfect.
When I first saw XALT I was like "oh my god we could do with something like that!"
Gold standard in seconds.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It is an excellent capability.
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
It's a nice solution, very useful.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
The one stop shop is great; self serve is really useful; it's a really great system.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
This is a fantastic product and is used very well in our intermediary channels.
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.
You're 1000 steps ahead of where we were thinking.
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.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
It's fantastic. I wish I had it in the past.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.