Rebooting Sales Performance Management in Financial Services

I’ve been around the financial services industry for quite a while, almost 30 years. I started as a front-line advisor, then worked in various brokerage operational roles, before I got the opportunity to become the owner of a growing and successful advisory firm. Then, almost 20 years ago I joined Xtiva because I believed that […]

Summer Reading for Finance Leaders and Professionals

We’ve compiled some of the best suggestions from the summer reading lists for advisors and financial professionals and added a few of our own.

Xtiva & First Rate to Support Wealth Management Firm Growth

Through data intelligence and collaborative solution development, First Rate and Xtiva are aligning to provide enhanced solutions and services to their respective client bases ARLINGTON, TX (July 11, 2017) – Xtiva Financial Systems and First Rate, Inc., have announced a partnership designed to improve access for their respective clients and bring new solution features to […]

Content: One Strategy to Truly Connect with Clients AND Prospects

A thoughtful content marketing strategy will lead to deeper client engagement through demonstrated leadership and can be used to truly connect with clients.

Glossary of Reactive Software Systems

At Xtiva, we are strong believers in the power of the cloud-based computing to dramatically improve complex technology and system architectures in the financial services industry. Find out more about XtivaCloud, Xtiva’s next generation software platform. Reactive System Development is an exciting approach to building cloud-based systems that are flexible, loosely-coupled, secure and scalable, making […]

Mary Meeker’s 2017 Trends: 5 Insights for the Financial Industry

We’ve assembled key highlights and implications for financial services businesses from Mary Meeker’s 2017 Internet Trends Report.

Why a solid succession plan is in your client’s best interest

As a financial advisor, it is part of your job to protect clients from disruptions to your business for one simple reason – it introduces risk that is not in their best interest. Risk that you can and must mitigate for them, by putting in place a comprehensive succession plan, with clear rules as to how and when it kicks in.

Merrill Lynch refocuses on performance culture

With a swift kick, Merrill Lynch is abandoning the aggressive recruiting behavior that has dominated their growth strategy for the past two decades and building a performance culture around sales, service and advice.

The Young & Talented: Steps to Attract Millennial Advisors

Understanding millennials and the distinctive qualities they bring to the workplace is essential for the long-term success of your business. Financial talent consultant Kelli Cruz recommends focusing on five key workplace areas as you seek to engage and motivate your growing millennial team.

Xtiva Wins Two Major Insurance Company Mandates

Xtiva Financial Systems has announced long-term mandates from two of America’s largest insurance companies. These mandates significantly extend Xtiva footprint in this market.