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!"

All product specific docs in one place. I love it.
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.
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?!"
Before the meeting I was agnostic and now I am very positive. You don't need to sell it, it is obviously a great product.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
If I was running the team I would 100% roll this out to the entire firm.
It saves time for the distribution team and is very efficient.
Anything that reduces interactions with Salesforce is a distinct boon.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It is an excellent capability.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
A very slick application, we are very impressed.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
It's nicely designed. Sending comparisons to clients definitely helps win assets.
XALT is very robust and easy to use.
Gold standard in seconds.
Fantastic. A really impressive piece of kit, well done.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
We could not build XALT in 5 years if we tried
I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
We had a gap in true product intelligence, XALT fills this gap perfectly.
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 offers excellent algorithms to produce meaningful insights across different time periods and funds.
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 cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
XALT is just the tool we need, everything is immediately available
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
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.
This is such an exciting application.