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!"

The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
This is the crème de la crème.
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 such an exciting application.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT gives me incredibly quick access to information and is a useful tool for clients.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
Gold standard in seconds.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Outsourcing rather than building it ourselves has been a huge win for us.
This is a fantastic product and is used very well in our intermediary channels.
XALT is just the tool we need, everything is immediately available
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
It is an excellent capability.
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.
XALT is very robust and easy to use.
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.
It's actually realtime data, not monthly. It's simply excellent.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
It is easy to find all the information that you need.
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
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.
This is a true sales enablement application, our sales guys love this.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
One tool for all product related documents. It's perfect.
The one stop shop is great; self serve is really useful; it's a really great system.
Fantastic. A really impressive piece of kit, well done.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.