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 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.
Gold standard in seconds.
This is a true sales enablement application, our sales guys love this.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT moves us ahead and shows the art of the possible.
XALT is just the tool we need, everything is immediately available
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.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
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.
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.
It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
One tool for all product related documents. It's perfect.
If I was running the team I would 100% roll this out to the entire firm.
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 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.
This is the equivalent of Bloomberg for asset management sales.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
It's a nice solution, very useful.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
This is the crème de la crème.
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.
You're 1000 steps ahead of where we were thinking.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
All product specific docs in one place. I love it.
XALT is the best tool we have access to internally. It's so easy and user friendly.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
Arguably functionality, level of information and design is better than FE Analytics.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.