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!"

Gold standard in seconds.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It is an excellent capability.
If I was running the team I would 100% roll this out to the entire firm.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
You're 1000 steps ahead of where we were thinking.
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.
Fantastic. A really impressive piece of kit, well done.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
XALT moves us ahead and shows the art of the possible.
This is really useful, I can build a report for a client in seconds.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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 very robust and easy to use.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
The one stop shop is great; self serve is really useful; it's a really great system.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT is just the tool we need, everything is immediately available
What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.