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

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

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

Investment Strategist
Global Financial Investment Managers

Anything that reduces interactions with Salesforce is a distinct boon.

Head of UK Client Group
$120bn UK Asset Manager

The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.

Business Development Manager
Insurer Owned Asset Manager

XALT gives me incredibly quick access to information and is a useful tool for clients.

Business Development
Top 5 UK Asset Managers

XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.

Head of Sales Enablement
Global Asset Manager

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.

Head of Sales Europe
$700B AUM

Gold standard in seconds.

Product Specialist
Top 5 UK Asset Managers

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

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 saves time for the distribution team and is very efficient.

Head of ETF Distribution
Global Asset Manager

XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.

Asset Manager
Global Financial Investment Management

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

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.

Sales Director
$120bn UK / Intl Asset Manager

It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.

Global Head of Analytics
Insurer Owned Asset Manager

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.

Head of Wholesale Market Intellience
Global Investment Manager

XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.

Global Head of Marketing and Products
Boutique Asset Manager

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.

Product Specialist
Global Asset Managers

It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.

Investment Manager
Leading Global Asset Management Company

It's cheap! It should be closer to $15k per person.

Head of UK Sales
Multi-Asset Asset Manager

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.

Global Head of Front Office Technology
ESG-Focused $700B Asset Manager

A very slick application, we are very impressed.

Head of UK Sales
$700B AUM

Product specialists love the link back to the portfolios. It's much more useful than ShowPad.

Global Head of Marketing and Products
Boutique Asset Manager

I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.

Client Relationship Manager
$2.5T Asset Manager

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.

Head of Compliance
$20B AUM

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

Director Business Intelligence and Sales Enablement
European Asset Manager

It looks like an incredibly useful tool, I can fully see why people are enamoured by it.

Asset Manager
Global Investment Managers

XALT is very robust and easy to use.

Head of Distribution EMEA
$400B Asset Manager

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

Senior Director
Global Financial Investment Managers

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.

Product Specialist
$2.5T Asset Manager

It's a nice solution, very useful.

Head of Wholesale & Distribution France
Boutique Asset Manager

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

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

I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.

Asset Manager
Global Financial Investment Managers

It's fantastic. I wish I had it in the past.

Head of Sales
Swiss Asset Manager

Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.

Business Development Manager
Insurer Owned Asset Manager