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!"

From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.
It is an excellent capability.
I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.
You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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's cheap! It should be closer to $15k per person.
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Arguably functionality, level of information and design is better than FE Analytics.
XALT has delivered revenue growth, time efficiencies and cost savings
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
Outsourcing rather than building it ourselves has been a huge win for us.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
You're 1000 steps ahead of where we were thinking.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
Fantastic. A really impressive piece of kit, well done.
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.
This is a fantastic product and is used very well in our intermediary channels.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.
One tool for all product related documents. It's perfect.
This is such an exciting application.
It is easy to find all the information that you need.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
We had a gap in true product intelligence, XALT fills this gap perfectly.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.