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!"

Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
One tool for all product related documents. It's perfect.
The integrations are a winner and this is exactly how a sales person should be operating these days.
The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT moves us ahead and shows the art of the possible.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Fantastic. A really impressive piece of kit, well done.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
You're 1000 steps ahead of where we were thinking.
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.
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 has delivered revenue growth, time efficiencies and cost savings
It's actually realtime data, not monthly. It's simply excellent.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
Outsourcing rather than building it ourselves has been a huge win for us.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
This is really useful, I can build a report for a client in seconds.
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 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.