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!"

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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Outsourcing rather than building it ourselves has been a huge win for us.
XALT is just the tool we need, everything is immediately available
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It's cheap! It should be closer to $15k per person.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
It's a nice solution, very useful.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Arguably functionality, level of information and design is better than FE Analytics.
We could not build XALT in 5 years if we tried
Gold standard in seconds.
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.
If I was running the team I would 100% roll this out to the entire firm.
The one stop shop is great; self serve is really useful; it's a really great system.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
This is a fantastic product and is used very well in our intermediary channels.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
XALT has delivered revenue growth, time efficiencies and cost savings
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
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.