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!"

It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
Fantastic. A really impressive piece of kit, well done.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
I see why sales jump all over this, it's a great tool.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
A very slick application, we are very impressed.
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.
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
If I was running the team I would 100% roll this out to the entire firm.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It's fantastic. I wish I had it in the past.
It's a nice solution, very useful.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
XALT has delivered revenue growth, time efficiencies and cost savings
This is the crème de la crème.
It's actually realtime data, not monthly. It's simply excellent.
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.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
This is the equivalent of Bloomberg for asset management sales.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.