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!"

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.
One tool for all product related documents. It's perfect.
It is so fast, I originally thought it was a trick!
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
The one stop shop is great; self serve is really useful; it's a really great system.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
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.
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.
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.
The integrations are a winner and this is exactly how a sales person should be operating these days.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
Gold standard in seconds.
If I was running the team I would 100% roll this out to the entire firm.
XALT is the best tool we have access to internally. It's so easy and user friendly.
I see why sales jump all over this, it's a great tool.
It's cheap! It should be closer to $15k per person.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
XALT has delivered revenue growth, time efficiencies and cost savings
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.
You're 1000 steps ahead of where we were thinking.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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.
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.