Time to Rethink Your Firm’s Compensation Plan?
As we enter fall and the fourth quarter, you may be pondering a change to your compensation structure for next year. This article by Kelli Cruz can help.
New York, NY – January 25, 2017 – Xtiva’s investment in Xtiva Cloud Platform, new Product Roadmap and targeted support for the DOL Rule have won strong endorsement in the market.
“We are thrilled and even more optimistic about the future based on the solid feedback from the market in 2016” stated Xtiva CEO, Tom Moysak. “We have made some big investments and some big, albeit calculated, bets on how best to support the financial services industry going forward. We are seeing those bets begin to pay off.”
To its roster of clients, Xtiva added a large regional broker-dealer, as well as several well-known wealth management firms. Beyond the wealth management industry, Xtiva’s 2016 successes included significant growth into the global insurance sector and the credit union market. These new customers represent well over 20,000 new users to Xtiva’s products.
“We were firing on all cylinders last year with robust double-digit growth and this momentum is carrying us into 2017,” said Rick Scearbo, Xtiva Chief Operating Officer. “Xtiva is transitioning from software for managing advisor compensation to a more sophisticated and strategic toolset that financial businesses can use to drive growth, manage compliance and achieve their sales performance objectives.”
Xtiva’s new, full-stack Sales Performance Management product suite will continue being rolled out in 2017.
Xtiva Financial Systems provides a suite of innovative sales performance management tools and services exclusively for financial services via the Xtiva Cloud platform. Over 80 enterprise broker-dealer, RIAs, custodians and insurance firms use Xtiva’s award-winning software, services, and support to maximize their salesforce investments and business performance. Xtiva’s customer obsessed team is dedicated to ensuring its customers and their partners achieve more everyday.
Rick Scearbo, COO
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.
A thoughtful content marketing strategy will lead to deeper client engagement through demonstrated leadership and can be used to truly connect with clients.
NEW YORK, NY. December 5, 2016 – Xtiva Financial Systems has launched a wholesale makeover of its corporate brand, unveiling a new logo, website and brand positioning. Xtiva’s new brand image reflects the company’s new mission. “This re-imaging of our brand identity signals a major shift in the direction of our company,” said Thomas Moysak, […]
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.
Technology problems often rear their heads disguised as people problems, and they can present some puzzling symptoms.
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 […]
The Pursuit of Absolute Engagement, the recently published book by influential wealth industry veteran, Julie Littlechild, offers a unique roadmap for advisors who want to take their business from good to great. A major transformation is underway in the financial services industry. Innovative technology is disrupting business models and changing the tools and strategies needed […]
It turns out that when it comes to attracting ideal candidates, there are things that you need to do today so that you can find the right team members when you need them.
Fifth Circuit Court’s decides to vacate the Department of Labor’s fiduciary rule, yet fiduciary advice is stronger than ever.