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When Your Tech Problem Looks Like a People Problem: What…

Technology problems often rear their heads disguised as people problems, and they can present some puzzling symptoms.
September 28, 2017

Rebooting Sales Performance Management in Financial Services

I’ve been around the financial services industry for quite a while, almost 30 years. I started as a front-line advisor, then worked in various brokerage operational roles, before I got…
September 19, 2017

Glossary of Reactive Software Systems

At Xtiva, we are strong believers in the power of the cloud-based computing to dramatically improve complex technology and system architectures in the financial services industry. Find out more about…
June 13, 2017

Merrill Lynch refocuses on performance culture

With a swift kick, Merrill Lynch is abandoning the aggressive recruiting behavior that has dominated their growth strategy for the past two decades and building a performance culture around sales,…
May 18, 2017

The Young & Talented: Steps to Attract Millennial Advisors

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…
May 10, 2017

Financial advisors: 5 trends that will change the way you…

Whether you’re an industry veteran or are new to the advice industry, the next five years are going to bring many changes to the wealth management and advice industry. These…
April 11, 2017

Secrets to Building a Great Advisory Team

Engaged workers offer the best chance for future growth. When employees pool resources, a firm can deliver better service.
March 14, 2017

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.
March 2, 2017

New Study: Sales Enablement Impact on Financial Industry Growth

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…
January 31, 2017

Sales Performance Management

The Xtiva Performance Management application will empower you and your Users to drive optimal performance across your team.

The DOL and Sales Performance Management

The ‘DOL’ is a game changer. We just aren’t sure which game it is changing… yet. Like most, we believe that the DOL rule will be among the most material…
April 21, 2016