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 has delivered revenue growth, time efficiencies and cost savings
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It's fantastic. I wish I had it in the past.
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.
Arguably functionality, level of information and design is better than FE Analytics.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
It's a nice solution, very useful.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
One tool for all product related documents. It's perfect.
It's a nice solution, very useful.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
You're 1000 steps ahead of where we were thinking.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
Outsourcing rather than building it ourselves has been a huge win for us.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It's the holy grail of what we've been looking for. XALT is a very impressive product.
XALT moves us ahead and shows the art of the possible.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
It is easy to find all the information that you need.
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.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
This is the equivalent of Bloomberg for asset management sales.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"