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!"

Fantastic. A really impressive piece of kit, well done.
One tool for all product related documents. It's perfect.
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.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
Anything that reduces interactions with Salesforce is a distinct boon.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's cheap! It should be closer to $15k per person.
I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.
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.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
It is so fast, I originally thought it was a trick!
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
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.
This is the equivalent of Bloomberg for asset management sales.
This is really useful, I can build a report for a client in seconds.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
If I was running the team I would 100% roll this out to the entire firm.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It's actually realtime data, not monthly. It's simply excellent.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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.
It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.