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!"

It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
When I first saw XALT I was like "oh my god we could do with something like that!"
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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
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.
Gold standard in seconds.
It's actually realtime data, not monthly. It's simply excellent.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
XALT is the best tool we have access to internally. It's so easy and user friendly.
It is an excellent capability.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
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.
This is a true sales enablement application, our sales guys love this.
We could not build XALT in 5 years if we tried
XALT has delivered revenue growth, time efficiencies and cost savings
I see why sales jump all over this, it's a great tool.
The one stop shop is great; self serve is really useful; it's a really great system.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
This is a fantastic product and is used very well in our intermediary channels.
XALT is very robust and easy to use.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
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 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.
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.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
This is such an exciting application.