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 is an excellent capability.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
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.
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.
This is the crème de la crème.
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 moves us ahead and shows the art of the possible.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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 has delivered revenue growth, time efficiencies and cost savings
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.
Gold standard in seconds.
It's actually realtime data, not monthly. It's simply excellent.
XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.
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 the equivalent of Bloomberg for asset management sales.
I see why sales jump all over this, it's a great tool.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
If I was running the team I would 100% roll this out to the entire firm.
XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
One tool for all product related documents. It's perfect.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.