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."

TJ Voskamp
TJ Voskamp
Head of Distribution

"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."

Tim Hill
Tim Hill
Senior Managing Director

"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."

Justin Eede
Justin Eede
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Brandon Miller
Brandon Miller
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Ken Burd
Ken Burd
Managing Director

"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."

Gavin White
Gavin White
Head of UK Intermediary Sales

"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!"

Jon Rudling
Jon Rudling
Distribution Business Manager

It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.

Global Head of Analytics
Insurer Owned Asset Manager

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.

Global Head of Front Office Technology
ESG-Focused $700B Asset Manager

It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.

Investment Manager
Leading Global Asset Management Company

I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.

Global Distribution Strategic Capabilities Director
US Based Global Asset Manager

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

Global Head of Asset Manager Marketing
Major US Asset Manager

A very slick application, we are very impressed.

Head of UK Sales
$700B AUM

It is an excellent capability.

Head of UK Client Group
UK/Intl Asset Manager

This is amazing, it really is. It is like we have leapt out of the dark ages.

Product Specialist
Top 5 UK Asset Managers

The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.

Business Development Manager
Insurer Owned Asset Manager

XALT has delivered revenue growth, time efficiencies and cost savings

Asset Manager
Global Investment Firm

It's fantastic. I wish I had it in the past.

Head of Sales
Swiss Asset Manager

XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.

CRM Solutions Lead
Global Investment Manager

XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.

Asset Manager
Top 3 Global Asset Manager

Tuning sales periods is perfect for clients. And the MI reporting on usages is great.

SVP, Financial Services Practice Lead
German Asset Manager

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.

Global Data Architect
ESG-Focused $700B Asset Manager

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.

Head of Sales
European Asset Manager

It's a nice solution, very useful.

Head of Wholesale & Distribution France
Boutique Asset Manager

The integrations are a winner and this is exactly how a sales person should be operating these days.

Sales Manager
South African Asset Manager

I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.

Client Relationship Manager
$2.5T Asset Manager

Arguably functionality, level of information and design is better than FE Analytics.

Regional Investment Director
$2.5T Asset Manager

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.

Product Specialist
$2.5T Asset Manager

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.

Head of Compliance
Top 3 Global Asset Manager

I see why sales jump all over this, it's a great tool.

Digital Marketing Manager
International Asset Manager

I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.

Market Strategist
Global Investment Managers

Outsourcing rather than building it ourselves has been a huge win for us.

Business Distribution
$5T AUM

It's nicely designed. Sending comparisons to clients definitely helps win assets.

Head of Sales Latin America
$2.5T Asset Manager

This is a fantastic product and is used very well in our intermediary channels.

Head of Digital Alignment
US Asset Manager

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.

Head of ETF Sales Europe
Global Asset Manager

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.

Head of Internals
Global Financial Investment Managers

XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.

Global Head of Marketing and Products
Boutique Asset Manager

You're 1000 steps ahead of where we were thinking.

VP Strategic Initiatives, EMEA Client Group
$2T Asset Manager

You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.

Head of Compliance
$20B AUM

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

Senior Director
Global Financial Investment Managers

It's cheap! It should be closer to $15k per person.

Head of UK Sales
Multi-Asset Asset Manager

Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.

Global Data Architect
ESG-Focused $700B Asset Manager

XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.

Product Specialist
UK Multi-Manager Distributor