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!"

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.
It saves time for the distribution team and is very efficient.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Gold standard in seconds.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.
If I was running the team I would 100% roll this out to the entire firm.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It is an excellent capability.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It is so fast, I originally thought it was a trick!
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 is an amazing tool. It is wonderful to have everything accessible in one place.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
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
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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Fantastic. A really impressive piece of kit, well done.
XALT moves us ahead and shows the art of the possible.
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.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
This is the crème de la crème.
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.
We could not build XALT in 5 years if we tried
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.