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!"

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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
This is really useful, I can build a report for a client in seconds.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
We could not build XALT in 5 years if we tried
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
It is so fast, I originally thought it was a trick!
Gold standard in seconds.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.
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.
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 actually realtime data, not monthly. It's simply excellent.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It is easy to find all the information that you need.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
This is the crème de la crème.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
This is a true sales enablement application, our sales guys love this.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It saves time for the distribution team and is very efficient.
Anything that reduces interactions with Salesforce is a distinct boon.
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.