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!"

Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
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.
Gold standard in seconds.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Anything that reduces interactions with Salesforce is a distinct boon.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
You're 1000 steps ahead of where we were thinking.
When I first saw XALT I was like "oh my god we could do with something like that!"
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
This is a true sales enablement application, our sales guys love this.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.
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.
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.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
All product specific docs in one place. I love it.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
It is an excellent capability.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Outsourcing rather than building it ourselves has been a huge win for us.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.