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!"

Anything that reduces interactions with Salesforce is a distinct boon.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
Fantastic. A really impressive piece of kit, well done.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
Arguably functionality, level of information and design is better than FE Analytics.
It's a nice solution, very useful.
A very slick application, we are very impressed.
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.
It is so fast, I originally thought it was a trick!
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.
One tool for all product related documents. It's perfect.
It's a nice solution, very useful.
It's fantastic. I wish I had it in the past.
It is an excellent capability.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
This is really useful, I can build a report for a client in seconds.
XALT moves us ahead and shows the art of the possible.
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.
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 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's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It saves time for the distribution team and is very efficient.
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.
We could not build XALT in 5 years if we tried
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
I see why sales jump all over this, it's a great tool.
The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.
All product specific docs in one place. I love it.
This is a true sales enablement application, our sales guys love this.