Sales Performance Management

As a wealth management firm, your data strategy is no longer an adjunct to your business strategy. Rather it is now core to it.

Wealth management firms take a note from fast food companies when creating their compensation and performance plans.

Wealth management firms can boost employee performance by showing support through these perks and benefits.

Companies in every industry are reaping the benefits of workplace diversity. Don’t be behind the times - make the changes to increase diversity and inclusion on your team.

Retaining top performers is a must for meeting your goals and excelling as a company. Here are our top strategies and tactics for growing sales performance management.

To accomplish rebooting Sales Performance Management (SPM), Xtiva needed an approach that would integrate lots of disparate data, deliver powerful analytics, and be highly tailorable to each user or business…

Jeff Marsden answers top questions Xtiva customers and prospects ask about incentive compensation, sales performance and technology in wealth management.

What is your financial advisory business doing to ensure your customers receive the best advice you can deliver?

Observations from the 3rd annual Women to Watch awards luncheon in New York City on March 13, 2018.

Here's how advisors need to adapt their practices so that they can not only survive, but thrive, in the new wealth management industry.

A great reckoning is underway in wealth management, accelerated by the emergence of the robo-advisor.

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.

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…

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…