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!"

We had a gap in true product intelligence, XALT fills this gap perfectly.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
XALT has delivered revenue growth, time efficiencies and cost savings
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.
All product specific docs in one place. I love it.
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.
It's a nice solution, very useful.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
XALT moves us ahead and shows the art of the possible.
This is really useful, I can build a report for a client in seconds.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
We could not build XALT in 5 years if we tried
It's actually realtime data, not monthly. It's simply excellent.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
Gold standard in seconds.
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.
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.
Fantastic. A really impressive piece of kit, well done.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT is very robust and easy to use.
The integrations are a winner and this is exactly how a sales person should be operating these days.
You're 1000 steps ahead of where we were thinking.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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 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.
Anything that reduces interactions with Salesforce is a distinct boon.