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 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.
XALT is just the tool we need, everything is immediately available
XALT moves us ahead and shows the art of the possible.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
This is a fantastic product and is used very well in our intermediary channels.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
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
XALT is the best tool we have access to internally. It's so easy and user friendly.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
One tool for all product related documents. It's perfect.
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.
It's fantastic. I wish I had it in the past.
We could not build XALT in 5 years if we tried
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It's cheap! It should be closer to $15k per person.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for 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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT gives me incredibly quick access to information and is a useful tool for clients.
I see why sales jump all over this, it's a great tool.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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 offers excellent algorithms to produce meaningful insights across different time periods and funds.
If I was running the team I would 100% roll this out to the entire firm.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
XALT has delivered revenue growth, time efficiencies and cost savings
Arguably functionality, level of information and design is better than FE Analytics.