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!"

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 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.
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.
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 a true sales enablement application, our sales guys love this.
This is the crème de la crème.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
A very slick application, we are very impressed.
The integrations are a winner and this is exactly how a sales person should be operating these days.
Fantastic. A really impressive piece of kit, well done.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
It's cheap! It should be closer to $15k per person.
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
This is amazing, it really is. It is like we have leapt out of the dark ages.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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 offers excellent algorithms to produce meaningful insights across different time periods and funds.
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 took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Anything that reduces interactions with Salesforce is a distinct boon.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT moves us ahead and shows the art of the possible.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
This is such an exciting application.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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 see why sales jump all over this, it's a great tool.
XALT has delivered revenue growth, time efficiencies and cost savings
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.