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!"

You're 1000 steps ahead of where we were thinking.
Anything that reduces interactions with Salesforce is a distinct boon.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
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.
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.
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.
It is so fast, I originally thought it was a trick!
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It's a nice solution, very useful.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
We had a gap in true product intelligence, XALT fills this gap perfectly.
This is such an exciting application.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
This is really useful, I can build a report for a client in seconds.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
When I first saw XALT I was like "oh my god we could do with something like that!"
It's actually realtime data, not monthly. It's simply excellent.
It is an excellent capability.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
This is a fantastic product and is used very well in our intermediary channels.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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.
If I was running the team I would 100% roll this out to the entire firm.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
The integrations are a winner and this is exactly how a sales person should be operating these days.