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!"

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's cheap! It should be closer to $15k per person.
We could not build XALT in 5 years if we tried
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
I see why sales jump all over this, it's a great tool.
It is an excellent capability.
It's fantastic. I wish I had it in the past.
If I was running the team I would 100% roll this out to the entire firm.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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.
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 really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
XALT moves us ahead and shows the art of the possible.
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.
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.
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 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.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
This is such an exciting application.
All product specific docs in one place. I love it.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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 really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.
Fantastic. A really impressive piece of kit, well done.
XALT is very robust and easy to use.
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.
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
A very slick application, we are very impressed.