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!"

If I was running the team I would 100% roll this out to the entire firm.
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.
One tool for all product related documents. It's perfect.
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
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
It's cheap! It should be closer to $15k per person.
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.
This is the crème de la crème.
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.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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 offers excellent algorithms to produce meaningful insights across different time periods and funds.
Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
Anything that reduces interactions with Salesforce is a distinct boon.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
The integrations are a winner and this is exactly how a sales person should be operating these days.
It's actually realtime data, not monthly. It's simply excellent.
Gold standard in seconds.
It is an excellent capability.
XALT moves us ahead and shows the art of the possible.
XALT is very robust and easy to use.
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
This is a true sales enablement application, our sales guys love this.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
Outsourcing rather than building it ourselves has been a huge win for us.
XALT is the best tool we have access to internally. It's so easy and user friendly.
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.