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!"

If I was running the team I would 100% roll this out to the entire firm.
It is easy to find all the information that you need.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
You're 1000 steps ahead of where we were thinking.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
XALT is the best tool we have access to internally. It's so easy and user friendly.
XALT is very robust and easy to use.
One tool for all product related documents. It's perfect.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
Fantastic. A really impressive piece of kit, well done.
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
Anything that reduces interactions with Salesforce is a distinct boon.
It is an excellent capability.
I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It's cheap! It should be closer to $15k per person.
Outsourcing rather than building it ourselves has been a huge win for us.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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 integrations are a winner and this is exactly how a sales person should be operating these days.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
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
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.
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.
It is so fast, I originally thought it was a trick!
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.