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 is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
Anything that reduces interactions with Salesforce is a distinct boon.
It's a nice solution, very useful.
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
You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.
XALT is the best tool we have access to internally. It's so easy and user friendly.
XALT moves us ahead and shows the art of the possible.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It is an excellent capability.
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.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
It's cheap! It should be closer to $15k per person.
You're 1000 steps ahead of where we were thinking.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
XALT is just the tool we need, everything is immediately available
It's actually realtime data, not monthly. It's simply excellent.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
It is so fast, I originally thought it was a trick!
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
The integrations are a winner and this is exactly how a sales person should be operating these days.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It's a nice solution, very useful.
This is the crème de la crème.