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 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.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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
A very slick application, we are very impressed.
Arguably functionality, level of information and design is better than FE Analytics.
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.
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.
It's a nice solution, very useful.
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 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 has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
It's fantastic. I wish I had it in the past.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It is so fast, I originally thought it was a trick!
It's a great way to see our flows in the market. It's a massive benefit, straight away.
If I was running the team I would 100% roll this out to the entire firm.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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 saves time for the distribution team and is very efficient.
We could not build XALT in 5 years if we tried
This is the crème de la crème.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
This is a true sales enablement application, our sales guys love this.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
It is an excellent capability.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.