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.
Incentive Compensation is a powerful tool in assuring the success of your organization. We believe that your business is best served by great Incentive Compensation plans that are tailored to your specific needs – needs that are unique to each Xtiva customer. Our Incentive Compensation Manager Application enables you to develop, set-up, and operate incredibly powerful, strategically aligned, and operationally reliable incentive compensation plans. Your team will enjoy the confidence that your Incentive Compensation plans will strongly support the execution of your strategy at the front line and perform with incredible reliability thanks to our flexible data models and robust operational engine. We’ve eliminated the guesswork that used to exist with Incentive Compensation plans, and have created a unique solution that offers the flexibility to design something custom and responsive.
With Xtiva you can:
Your business is unique – unique strategy, unique operational model, unique culture. Xtiva Incentive Compensation Manager is designed to fit with your unique business, enabling your team to Achieve More.
Financial services firms can quickly and reliably design and implement new, strategically aligned, advisor and field manager compensation NEW YORK, NY. November 29, 2016 — Xtiva Financial Systems (Xtiva) provider of innovative sale performance management tools for financial services firms, today announced the launch of its new Strategic Compensation Services. Developed and executed in partnership […]
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.
FinTech Veteran to Lead Product Vision and Innovation NEW YORK – April 19, 2016 – Xtiva Financial Systems, the leading provider of enterprise compensation solutions for the financial services industry, announced today that Jeff Marsden has joined the company as Chief Product & Strategy Officer. As CPO, Marsden will be responsible for the company’s overall […]
CIOReview has named Xtiva Financial Systems as one of its 20 Most Promising Companies in Financial Services in 2016. The annual list, compiled by a panel of experts and CIOReview’s editorial board, is intended to recognize those companies at the leading edge of innovation in financial technology. Xtiva’s new Product Suite – Full Stack Sales […]
If you’re looking to keep on top of finserv industry trends, you’d be well served by following the individuals below. It’s not an exhaustive list, and shouldn’t be interpreted as ranking of importance, but rather a starting point to fill your feed with some of the top commentary in the industry. Leading online voices in […]
A thoughtful content marketing strategy will lead to deeper client engagement through demonstrated leadership and can be used to truly connect with clients.
Part 2 in our series examining the implications of the US Department of Labor’s ‘Fiduciary Rule’. The ‘DOL’ is a game changer. Like most, we believe that the DOL Rule will be among the most material factors to impact the industry in the past 3 decades. Advisor conduct, customer interaction, pricing, compensation, supervision, technology… all […]
Tenured consultant and financial services thought leader will bring strategic insights to leadership team as Xtiva continues to innovate and enhance cloud-based solutions for marketplace NEW YORK – March 9, 2016 – Xtiva, a leading provider of enterprise compensation solutions for the financial services industry, today announced that Matt Lynch, Managing Partner of Strategy & […]
Technology platforms are increasingly important in determining which financial services companies will survive and thrive in the digital age – and which ones won’t. Financial technology must meet a growing list of requirements in order to succeed – it must be robust and resilient, flexible in managing complex products and business processes, secure and compliant, and scalable in its capacity to integrate ever-growing unstructured data sets.