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!"

The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
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.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
If I was running the team I would 100% roll this out to the entire firm.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
This is a true sales enablement application, our sales guys love this.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
When I first saw XALT I was like "oh my god we could do with something like that!"
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
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.
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.
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.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It saves time for the distribution team and is very efficient.
This is really useful, I can build a report for a client in seconds.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
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.
I see why sales jump all over this, it's a great tool.
XALT moves us ahead and shows the art of the possible.
You're 1000 steps ahead of where we were thinking.
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 the best tool we have access to internally. It's so easy and user friendly.
XALT has delivered revenue growth, time efficiencies and cost savings
It's a nice solution, very useful.