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!"

If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It saves time for the distribution team and is very efficient.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
All product specific docs in one place. I love it.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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 very robust and easy to use.
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.
We could not build XALT in 5 years if we tried
Gold standard in seconds.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
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 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.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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 moves us ahead and shows the art of the possible.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
Anything that reduces interactions with Salesforce is a distinct boon.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
This is a fantastic product and is used very well in our intermediary channels.
My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It is an excellent capability.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
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.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.