Driving profitability in the complex advice industry
Product complexity, distribution constraints, compliance requirements, and low interest rates have put a squeeze on the profitability of many financial advisory firms.
At Xtiva, we exclusively work with Financial Services firms. This means we appreciate how unique and intricate your business need are, including the myriad of complex producer, regulator, operations, shareholder and customer driven issues. And, we also know how important the reliability of your technology is to meeting the needs of all constituents and the success of your business. We understand how critical the accuracy of your Incentive Compensation Management system is – performing reliably and in a timely manner – to your goals. For over 20 years we have taken our customer needs to heart and delivered the products and support they needed. Now, we taking that commitment even further with our new platform, XtivaCloud. It is something even better than we have delivered over the past 20 years. The powerful innovations and capabilities at the core of XtivaCloud, combined with our experience in reliably delivering a 5-star customer experience, prove we have the ideal product for our current and future customers.
Our commitment has always been more than the performance of our products, it has been about supporting the performance of our customer’s business. That is what earns us 5-star customer feedback. We know customer experience really matters. We also recognize the changes that happen in your operations and the unforeseen circumstances that may arise in your business. Our Customer Success team are always ready to help get you back on track as soon as possible.
We attribute our perfect reliability record to:
When we built XtivaCloud, we knew we could achieve more – we knew there were opportunities to further support our customers and extend our reliability. So we created the XtivaCloud platform, which offers massive scale, barrier-free speed, virtually unlimited aggregation possibilities, and is purpose-built for integration with other tools. This user-friendly and extremely reliable product is the foundation for our new Xtiva Sales Performance Management Suite.
Our Industry expertise and decades of experience brings confidence and reliability to your business and XtivaCloud future-proofs your technology investment. We are the sustainable, reliable solution that will last. With XtivaCloud, you have incredible reliability and confidence in your Sales Performance Management investment.
Reasonable Compensation – a key element of the DOL Fiduciary Rule – is unclear, complicated and time consuming. And it’s a ticking time bomb for firms and advisors that approach it poorly. The Department of Labor has left it up to the investments industry to sort out how to implement a Reasonable Compensation approach – […]
Observations from the 3rd annual Women to Watch awards luncheon in New York City on March 13, 2018.
Seven articles that offer valuable insights into incentive compensation in the financial industry.
We’ve assembled key highlights and implications for financial services businesses from Mary Meeker’s 2017 Internet Trends Report.
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 […]
Fifth Circuit Court’s decides to vacate the Department of Labor’s fiduciary rule, yet fiduciary advice is stronger than ever.
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 […]
Alliance enables Xtiva and Athene clients to more easily access services. New York, NY – February 9, 2017 — Xtiva Financial Systems and The Athene Group have partnered to offer enhanced connectivity between their product suites, enabling their respective customers to materially increase technology capabilities and ROI on their Wealth Management technology stack. “Wealth Management […]
Engaged workers offer the best chance for future growth. When employees pool resources, a firm can deliver better service.