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 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.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
XALT moves us ahead and shows the art of the possible.
It is easy to find all the information that you need.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Before the meeting I was agnostic and now I am very positive. You don't need to sell it, it is obviously a great product.
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.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
This is really useful, I can build a report for a client in seconds.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
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.
This is such an exciting application.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.
It saves time for the distribution team and is very efficient.
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
Fantastic. A really impressive piece of kit, well done.
It's actually realtime data, not monthly. It's simply excellent.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
It's fantastic. I wish I had it in the past.
It is so fast, I originally thought it was a trick!
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
Anything that reduces interactions with Salesforce is a distinct boon.