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!"

I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
This is really useful, I can build a report for a client in seconds.
It is easy to find all the information that you need.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
The integrations are a winner and this is exactly how a sales person should be operating these days.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
It's actually realtime data, not monthly. It's simply excellent.
If I was running the team I would 100% roll this out to the entire firm.
This is amazing, it really is. It is like we have leapt out of the dark ages.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
XALT is just the tool we need, everything is immediately available
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT gives me incredibly quick access to information and is a useful tool for clients.
This is a true sales enablement application, our sales guys love this.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
This is the crème de la crème.
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.
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 ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
XALT has delivered revenue growth, time efficiencies and cost savings
XALT is very robust and easy to use.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
All product specific docs in one place. I love it.
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.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.