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.
With the launch of our XtivaCloud platform and Sales Performance Management Product Suite, we’ve engineered a Performance Management application that works seamlessly with our Incentive Compensation Management application to help you focus on all aspects of performance – sales performance, delivery performance, financial performance, and team performance. The Xtiva Performance Management application will empower you and your Users to drive optimal performance across your team. Our Performance Management tools are built on the XtivaCloud rich data environment – augmented by your extended technology and data assets – with comprehensive and powerful business insights. Our Performance Management engine will drive truly actionable recommendations that are contextually relevant to each user. That is how we achieve greater success for the organizations using Xtiva – we ensure Performance Management efforts are optimally informed and supported by actionable insights. Our Performance Management tools are purpose built to support development and use of strategic incentive compensation plans and your organizational focus on continual progress. And our Performance Management application empowers every user – front office, back office, executive office – to access a personalized dashboard with critical insights into their business performance and opportunities.
With Xtiva Performance Management, users throughout your organization can:
As head of product and strategy at Xtiva, a big part of my job is staying on top of the accelerating pace of change in the financial services industry, particularly on innovation and financial services technology. One of the ways I do this is by reading. A lot. While there’s an abundance of content being […]
The DOL Fiduciary Rule means big change. Despite years of consultation, and now fully six months after the announcement of the DOL Rule, we are still figuring out the magnitude of that change. What we absolutely know to be true, is that the ground zero for these changes, will be advisors and their practices. One […]
Advisory firms spend more money on compensation than on any other expense, so getting it right just makes good business sense.
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.
Top takeaways from the 2017 T3 Enterprise Conference in Las Vegas, by Xtiva CEO Tom Moysak.
The world of wealth management is barely recognizable today in comparison to just a few years ago – and the pace of change is accelerating. We now live in a highly regulated, technology enabled world with a customer/investor base that’s experiencing a major demographic shift. It’s a perfect storm of disruption. All these changes are […]
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 […]
Technology problems often rear their heads disguised as people problems, and they can present some puzzling symptoms.
Research will identify best investments for Financial Advisory Firms and Broker-Dealers New York, NY – January 31, 2017 — Xtiva Financial Systems is launching a major research project to examine the impact of investments in sales force performance made by wealth management firms and investment dealers. The research is expected to be updated annually with […]