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's a nice solution, very useful.
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.
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.
The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It is an excellent capability.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It is so fast, I originally thought it was a trick!
One tool for all product related documents. It's perfect.
Fantastic. A really impressive piece of kit, well done.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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.
It saves time for the distribution team and is very efficient.
Arguably functionality, level of information and design is better than FE Analytics.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
Outsourcing rather than building it ourselves has been a huge win for us.
This is the equivalent of Bloomberg for asset management sales.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
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.
This is really useful, I can build a report for a client in seconds.
You're 1000 steps ahead of where we were thinking.
It's fantastic. I wish I had it in the past.
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
All product specific docs in one place. I love it.
If I was running the team I would 100% roll this out to the entire firm.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
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.
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.