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!"

You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
Gold standard in seconds.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
This is such an exciting application.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
A very slick application, we are very impressed.
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
When I first saw XALT I was like "oh my god we could do with something like that!"
One tool for all product related documents. It's perfect.
We could not build XALT in 5 years if we tried
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It saves time for the distribution team and is very efficient.
All product specific docs in one place. I love it.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
Fantastic. A really impressive piece of kit, well done.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
This is really useful, I can build a report for a client in seconds.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
If I was running the team I would 100% roll this out to the entire firm.
This is the crème de la crème.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
This is a true sales enablement application, our sales guys love this.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.