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 very robust and easy to use.
This is really useful, I can build a report for a client in seconds.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
XALT gives me incredibly quick access to information and is a useful tool for clients.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT is the best tool we have access to internally. It's so easy and user friendly.
It is so fast, I originally thought it was a trick!
We had a gap in true product intelligence, XALT fills this gap perfectly.
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
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.
If I was running the team I would 100% roll this out to the entire firm.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
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.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
One tool for all product related documents. It's perfect.
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.
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.
All product specific docs in one place. I love it.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
XALT moves us ahead and shows the art of the possible.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
Arguably functionality, level of information and design is better than FE Analytics.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.