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!"

Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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 saves time for the distribution team and is very efficient.
It is so fast, I originally thought it was a trick!
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Anything that reduces interactions with Salesforce is a distinct boon.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
The integrations are a winner and this is exactly how a sales person should be operating these days.
It's actually realtime data, not monthly. It's simply excellent.
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.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It's fantastic. I wish I had it in the past.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
Gold standard in seconds.
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 is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
XALT has delivered revenue growth, time efficiencies and cost savings
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
XALT moves us ahead and shows the art of the possible.
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.
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.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
I see why sales jump all over this, it's a great tool.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.