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."

TJ Voskamp
TJ Voskamp
Head of Distribution

"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."

Tim Hill
Tim Hill
Senior Managing Director

"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."

Justin Eede
Justin Eede
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Brandon Miller
Brandon Miller
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Ken Burd
Ken Burd
Managing Director

"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."

Gavin White
Gavin White
Head of UK Intermediary Sales

"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!"

Jon Rudling
Jon Rudling
Distribution Business Manager

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.

Sales Director
$120bn UK / Intl Asset Manager

It's fantastic. I wish I had it in the past.

Head of Sales
Swiss Asset Manager

When I first saw XALT I was like "oh my god we could do with something like that!"

Head of UK ETF Sales
ESG-Focused $700B Asset Manager

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.

Head of Compliance
$20B AUM

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.

Business Transformation VP
$1T Asset Manager

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.

Head of Institutional Business, EMEA ex-UK
Active-Focused Asset Manager

XALT has delivered revenue growth, time efficiencies and cost savings

Asset Manager
Global Investment Firm

This is the crème de la crème.

Head of UK Wholesale
Insurer Owned Asset Manager

Arguably functionality, level of information and design is better than FE Analytics.

Regional Investment Director
$2.5T Asset Manager

It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.

Sales
Global Asset Manager

It is easy to find all the information that you need.

ETF Sales Manager Wealth Management
Global Asset Manager

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.

Investment Strategist
Global Financial Investment Managers

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.

Head of Global Marketing Solutions
Swiss Based Global Asset Manager

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.

Client Relationship Manager
Global Investment Managers

Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.

Head of Internals
Global Financial Investment Managers

Tuning sales periods is perfect for clients. And the MI reporting on usages is great.

SVP, Financial Services Practice Lead
German Asset Manager

All product specific docs in one place. I love it.

ETF Sales
Global Asset Manager

You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful

Business Development Manager
Insurer Owned Asset Manager

Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.

Business Development Manager
Insurer Owned Asset Manager

The bond holdings chart came in very handy. I was able to answer the client’s question straightaway

Salesperson
Global Financial Investment Managers

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.

Product Specialist
Global Asset Managers

I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.

Client Relationship Manager
$2.5T Asset Manager

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.

Director of Distribution and Marketing Business Intelligence
US Asset Manager

It's actually realtime data, not monthly. It's simply excellent.

UK Sales Director
$5T AUM

XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.

Head of Global Marketing Solutions
UK Asset Manager

This is the equivalent of Bloomberg for asset management sales.

Head of UK Sales
$700B AUM

I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.

Asset Manager
Global Financial Investment Managers

It saves time for the distribution team and is very efficient.

Head of ETF Distribution
Global Asset Manager

This is a true sales enablement application, our sales guys love this.

Head of COO Distribution
Multi Boutique Asset Manager

Anything that reduces interactions with Salesforce is a distinct boon.

Head of UK Client Group
$120bn UK Asset Manager

Outsourcing rather than building it ourselves has been a huge win for us.

Business Distribution
$5T AUM

Gold standard in seconds.

Product Specialist
Top 5 UK Asset Managers

Fantastic. A really impressive piece of kit, well done.

Head of Marketing
Swiss Asset Manager

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.

Head of Wholesale Market Intellience
Global Investment Manager

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

Global Head of Asset Manager Marketing
Major US Asset Manager

If I was running the team I would 100% roll this out to the entire firm.

Head of UK Sales Team
$400B Asset Manager