Cetera Financial Group selects Xtiva for enterprise-wide SPM technology upgrade
Xtiva Reward to support Cetera’s aggressive strategic business objectives including accelerated growth, streamlined operations and increased business scale.
NEW YORK – March 9, 2016 – Xtiva, a leading provider of enterprise compensation solutions for the financial services industry, today announced that Matt Lynch, Managing Partner of Strategy & Resources, LLC, has been elected to the company’s Board of Directors.
“Matt Lynch has had a long and varied career in the financial services industry, and has a deep understanding of the challenges facing broker/dealers and the financial advisors they serve,” said Xtiva CEO Thomas Moysak. “We are privileged to have him serve on our board. He is highly respected as a thought leader and consultant in the industry and will bring a wealth of strategic insights to Xtiva as we continue to enhance our solutions for the marketplace.”
PROGRESSIVE LEADERSHIP, STRATEGIC INSIGHTS
During his more than 25 years in the industry, Lynch held progressive senior leadership roles as President and CEO of independent broker/dealer and RIA Capital Analysts Inc., CFO of Lincoln Financial Advisors, and field management roles with New York Life. His consulting credentials include Moss Adams, LLP, where he was a director of the business consulting group and widely recognized for his industry expertise in succession planning, M&A and financial services distribution strategies.
As Managing Partner and Founder of Strategy & Resources, Lynch works closely with enterprise executives, helping them negotiate the ever-increasing challenges facing the industry and achieve the changes necessary to succeed in the future. Lynch also serves on the boards of Foliofn, Lenox Wealth Management and Advisor Perspectives.
“Through my years of experience working with broker/dealers and advisors, I’ve seen first hand how the critical function of compensation management, as well as the competitive environment for attracting and retaining talent, affects business health,” said Lynch. “Xtiva has achieved a well-deserved position of leadership as a trusted partner and strategic solution provider, and I look forward to helping them further develop their business.”
ABOUT XTIVA FINANCIAL SYSTEMS
Xtiva Financial Systems is a leading incentive compensation and next generation sales performance management platform focused exclusively on financial services. Over 80 customers use Xtiva’s award-winning software, services, and support to maximize their salesforce investment leading to superior business performance. Learn more at www.xtiva.com.
ABOUT MATT LYNCH AND STRATEGY & RESOURCES LLC
Strategy & Resources LLC is an independent financial services consulting firm. Managing Partner Matt Lynch, his staff and resource partners work with financial services companies, focusing on corporate-level strategy, resource optimization and change management. Additional services include board retreats, succession planning, M&A strategies, post-merger integration plans, and benchmarking studies. For more information, please visit www.strategyandresources.com.