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's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
This is a true sales enablement application, our sales guys love this.
Before the meeting I was agnostic and now I am very positive. You don't need to sell it, it is obviously a great product.
It is an excellent capability.
It's actually realtime data, not monthly. It's simply excellent.
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.
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
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.
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'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
When I first saw XALT I was like "oh my god we could do with something like that!"
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Gold standard in seconds.
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.
XALT is just the tool we need, everything is immediately available
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
All product specific docs in one place. I love it.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
The one stop shop is great; self serve is really useful; it's a really great system.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
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.
If I was running the team I would 100% roll this out to the entire firm.
It's cheap! It should be closer to $15k per person.
One tool for all product related documents. It's perfect.
You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.
This is amazing, it really is. It is like we have leapt out of the dark ages.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.