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."

TJ Voskamp
TJ Voskamp
Head of Distribution

"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."

Tim Hill
Tim Hill
Senior Managing Director

"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."

Justin Eede
Justin Eede
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Brandon Miller
Brandon Miller
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Ken Burd
Ken Burd
Managing Director

"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."

Gavin White
Gavin White
Head of UK Intermediary Sales

"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!"

Jon Rudling
Jon Rudling
Distribution Business Manager

I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.

Market Strategist
Global Investment Managers

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.

Head of Investor Relations
ESG-Focused $700B Asset Manager

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.

Asset Manager
Global Investment Firm

What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.

Sales
Global Asset Manager

It saves time for the distribution team and is very efficient.

Head of ETF Distribution
Global Asset Manager

It had all the data on our funds and competitors from the initial demo. It is extremely powerful.

Commercial Head of ETF Capabilities
ESG-Focused $700B Asset Manager

If we weren't already paying for it, I would happily pay for XALT out of my bonus.

Head of Sales Europe
$700B AUM

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

Global Head of Asset Manager Marketing
Major US Asset Manager

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.

Director
Global Asset Manager

It's a great way to see our flows in the market. It's a massive benefit, straight away.

Head of Sales Enablement
$2.5T Asset Manager

XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.

Asset Manager
£342B AuM

XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.

Investment Manager
Leading Global Asset Management Company

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.

Product Specialist
UK Multi-Manager Distributor

XALT is just the tool we need, everything is immediately available

Investment Strategist
Global Financial Investment Managers

There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.

Asset Manager
Global Asset Manager

I see why sales jump all over this, it's a great tool.

Digital Marketing Manager
International Asset Manager

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

Business Development Manager
Insurer Owned Asset Manager

Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.

Head of Institutional Business, EMEA ex-UK
Active-Focused Asset Manager

The one stop shop is great; self serve is really useful; it's a really great system.

Head of Global Analytics Development
Insurer Owned Asset Manager

When I first saw XALT I was like "oh my god we could do with something like that!"

Head of UK ETF Sales
ESG-Focused $700B Asset Manager

A very slick application, we are very impressed.

Head of UK Sales
$700B AUM

Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.

Director
International Investment Bank

It's the holy grail of what we've been looking for. XALT is a very impressive product.

Chief Technology Officer
European Asset Manager

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.

SVP, Financial Services Practice Lead
German Asset Manager

XALT has delivered revenue growth, time efficiencies and cost savings

Asset Manager
Global Investment Firm

XALT is very robust and easy to use.

Head of Distribution EMEA
$400B Asset Manager

The amount of information it gives you is overwhelmingly amazing. And it's beautiful.

Director Business Intelligence and Sales Enablement
European Asset Manager

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.

Market Strategist
Leading Global Asset Manager

Fantastic. A really impressive piece of kit, well done.

Head of Marketing
Swiss Asset Manager

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.

Director of Distribution and Marketing Business Intelligence
US Asset Manager

This is such an exciting application.

Head of Global Marketing Services and Digital Experience
$1T Asset Manager

Tuning sales periods is perfect for clients. And the MI reporting on usages is great.

SVP, Financial Services Practice Lead
German Asset Manager

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.

Head of Compliance
Top 3 Global Asset Manager

The bond holdings chart came in very handy. I was able to answer the client’s question straightaway

Salesperson
Global Financial Investment Managers

This is the equivalent of Bloomberg for asset management sales.

Head of UK Sales
$700B AUM

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.

Head of Global Marketing Solutions
UK Asset Manager