How to Set Up and Use DocuSign For Documents
This video from Xtiva goes over how to set up and use DocuSign to sign a contract and send it to your financial advisory or wealth management clients.
CIOReview has named Xtiva Financial Systems as one of its 20 Most Promising Companies in Financial Services in 2016. The annual list, compiled by a panel of experts and CIOReview’s editorial board, is intended to recognize those companies at the leading edge of innovation in financial technology.
Xtiva’s new Product Suite – Full Stack Sales Performance Management – brings strategy to life and drives real result through fully enabling financial sales forces for growth and achievement. “Our Product Suite is built on our innovative new Xtiva Cloud platform which offers massive scale, barrier-free speed, virtually unlimited aggregation possibilities and is purpose built to support integration with other tools”, explained Xtiva CIO, Michael Richardson.
“Xtiva’s robust sales performance stack represents an exciting and innovative approach in the financial advisory space,” said CIOReview Managing Editor Jeevan George. “The 20 firms chosen for this year’s Most Promising list are punching above their weight in their respective spaces, and Xtiva is no exception. We’ll be watching Xtiva closely in the coming year.”
Tom Moysak, Xtiva CEO, adds: “We strive to be industry leaders at the intersection of finance and technology. So, we are honored to be included in CIOReview’s list this year. As we look to 2017 and beyond, we’re excited to help steward financial firms, and the advisors they support, through an increasingly challenging business and regulatory environment.”
You can read the full piece, published in CIOReview’s November 2016 issue, or by viewing the document below.
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CIOReview is a print magazine that explores and understands the plethora of ways adopted by firms to execute the smooth functioning of their businesses. A distinguished panel comprising of CEOs, CIOs, IT VPs including CIOReview editorial board finalized the “20 Most Promising Financial Services Technology Solution Providers 2016” and shortlisted the best vendors and consultants. For more info, visit www.cioreview.com.