XALT

SALES OPTIMISATION FOR ASSET MANAGERS

Transform your Distribution Sales Teams so that they have greater insights, can go further for their clients and deliver asset growth

Transformative Sales

XALT is a transformative sales optimisation platform putting data at the heart of distribution - enabling digital-first sales teams to stand out from the crowd and deliver maximum value to their clients at every interaction

Unite, Engage, Win

Unified insights across funds, clients and competitors to differentiate yourself from the crowd and win

Deeper Sales Intelligence

XALT provides the technology to unite all your data to generate timely and relevant insights

Stronger Client Experience

XALT enables more personalised, digital-first client-specific communications before it’s too late

Better Business Results

XALT delivers data-led insights that help you maximise your team’s impact on asset retention and growth

Global Reach

XALT leads the market in providing a unified view of funds, clients and competitors in a single application

15

Countries

5

Continents

$4tn

Assets

3X

Effectiveness

Global Partners

Award Winning

Team

An award winning team of finance and technology professionals, focused on powering global asset managers to grow assets, increase profitability, and become tomorrow’s leaders

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Accredited & Compliant

ISO 27001 accredited, GDPR compliant with cloud software running on isolated infrastructure

Acclaimed

Winner of Best Use of Data at the Investment Week Innovation Awards and a FinTech Start Up award at the Digital Client Engagement Summit

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Artificial Intelligence

XALT’s unique AI generates actionable intelligence to boost sales and increase retention by uniting over 12 trillion market and client data points