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!"

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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
This is a fantastic product and is used very well in our intermediary channels.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
We could not build XALT in 5 years if we tried
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
It saves time for the distribution team and is very efficient.
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.
XALT has delivered revenue growth, time efficiencies and cost savings
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
This is the crème de la crème.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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
One tool for all product related documents. It's perfect.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
XALT is the best tool we have access to internally. It's so easy and user friendly.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
This is such an exciting application.
This is really useful, I can build a report for a client in seconds.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
If I was running the team I would 100% roll this out to the entire firm.
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.
It is easy to find all the information that you need.
You're 1000 steps ahead of where we were thinking.
Fantastic. A really impressive piece of kit, well done.