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 enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
Outsourcing rather than building it ourselves has been a huge win for us.
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's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.
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.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
XALT gives me incredibly quick access to information and is a useful tool for clients.
This is the crème de la crème.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.
All product specific docs in one place. I love it.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Gold standard in seconds.
It saves time for the distribution team and is very efficient.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It's actually realtime data, not monthly. It's simply excellent.
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 is very robust and easy to use.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
I see why sales jump all over this, it's a great tool.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.
One tool for all product related documents. It's perfect.
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.
We could not build XALT in 5 years if we tried
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.
Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.
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.
Fantastic. A really impressive piece of kit, well done.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.