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."

TJ Voskamp
TJ Voskamp
Head of Distribution

"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."

Tim Hill
Tim Hill
Senior Managing Director

"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."

Justin Eede
Justin Eede
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Brandon Miller
Brandon Miller
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Ken Burd
Ken Burd
Managing Director

"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."

Gavin White
Gavin White
Head of UK Intermediary Sales

"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!"

Jon Rudling
Jon Rudling
Distribution Business Manager

It had all the data on our funds and competitors from the initial demo. It is extremely powerful.

Commercial Head of ETF Capabilities
ESG-Focused $700B Asset Manager

XALT gives me incredibly quick access to information and is a useful tool for clients.

Business Development
Top 5 UK Asset Managers

It looks like an incredibly useful tool, I can fully see why people are enamoured by it.

Asset Manager
Global Investment Managers

The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.

Business Development Manager
Insurer Owned Asset Manager

XALT moves us ahead and shows the art of the possible.

Global Head of Distribution Strategy
Major US Asset Manager

XALT is just the tool we need, everything is immediately available

Investment Strategist
Global Financial Investment Managers

It is an excellent capability.

Head of UK Client Group
UK/Intl Asset Manager

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.

Head of Investor Relations
ESG-Focused $700B Asset Manager

This is really useful, I can build a report for a client in seconds.

Head of Iberia, Latin America and US Offshore
$2.5T Asset Manager

This is such an exciting application.

Head of Global Marketing Services and Digital Experience
$1T Asset Manager

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.

Asset Manager
Top 3 Global Asset Manager

Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.

Head of Internals
Global Financial Investment Managers

What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.

Sales
Global Asset Manager

It is easy to find all the information that you need.

ETF Sales Manager Wealth Management
Global Asset Manager

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

Senior Director
Global Financial Investment Managers

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.

Head of Internals
Global Financial Investment Managers

This is amazing, it really is. It is like we have leapt out of the dark ages.

Product Specialist
Top 5 UK Asset Managers

It's actually realtime data, not monthly. It's simply excellent.

UK Sales Director
$5T AUM

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.

Asset Manager
Global Investment Managers

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.

Market Strategist
Leading Global Asset Manager

XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.

Client Relationship Manager
Global Investment Managers

All product specific docs in one place. I love it.

ETF Sales
Global Asset Manager

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.

Senior Director
Global Investment Managers

It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.

ETF Investment Strategist
ESG-Focused $700B Asset Manager

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

Global Head of Asset Manager Marketing
Major US Asset Manager

It's a great way to see our flows in the market. It's a massive benefit, straight away.

Head of Sales Enablement
$2.5T Asset Manager

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

Business Development Manager
Insurer Owned Asset Manager

I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.

Market Strategist
Global Investment Managers

It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

Head of ETF Sales Europe
Global Asset Manager

XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.

Global Head of Marketing and Products
Boutique Asset Manager

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.

Director of Distribution and Marketing Business Intelligence
US Asset Manager

A very slick application, we are very impressed.

Head of UK Sales
$700B AUM

Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.

Global Data Architect
ESG-Focused $700B Asset Manager

This is a true sales enablement application, our sales guys love this.

Head of COO Distribution
Multi Boutique Asset Manager

Outsourcing rather than building it ourselves has been a huge win for us.

Business Distribution
$5T AUM

Fantastic. A really impressive piece of kit, well done.

Head of Marketing
Swiss Asset Manager