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!"

We could not build XALT in 5 years if we tried
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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.
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.
I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.
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.
XALT moves us ahead and shows the art of the possible.
It is easy to find all the information that you need.
Anything that reduces interactions with Salesforce is a distinct boon.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
This is such an exciting application.
Arguably functionality, level of information and design is better than FE Analytics.
You're 1000 steps ahead of where we were thinking.
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.
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's a nice solution, very useful.
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 had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It saves time for the distribution team and is very efficient.
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.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
XALT is very robust and easy to use.
I see why sales jump all over this, it's a great tool.