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 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.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's cheap! It should be closer to $15k per person.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
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.
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.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT is very robust and easy to use.
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.
A very slick application, we are very impressed.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
All product specific docs in one place. I love it.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
This is such an exciting application.
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 really useful, I can build a report for a client in seconds.
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.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
Arguably functionality, level of information and design is better than FE Analytics.
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.
Anything that reduces interactions with Salesforce is a distinct boon.
It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.
We could not build XALT in 5 years if we tried
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT moves us ahead and shows the art of the possible.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.