API

API stands for Application Programming Interface. An API is means of prodcutizing a set of routines, protocols, and tools to empower end-users (developers) to easily access specific value in a system.

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Guide to the new language of tech and finance

What is Fintech, Insurtech, Wealthtech, Regtech and Paytech and how to stay up-to-date on key discussions surrounding innovation in finance.

Xtiva Gives Back: Growing Gardens for #WorldEnvironmentDay

Xtiva celebrates World Environment Day with a local nonprofit growing gardens and community.

How Family-Friendly Management Policies Benefit Everyone

Balancing a demanding career in financial services is tough for parents of young children. In a country like the U.S., where there’s no guarantee of family-friendly management policies or benefits,…

Event Report: SIFMA Private Client Conference, 2019

I had the opportunity recently to attend SIFMA’s Private Client Conference (April 10-12, 2019) which brings together leaders from the wealth management industry to examine and discuss top issues facing…

Lessons from Fast Food: What Wealth Management Can Learn

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

Remaking the client experience in wealth management: BISA 2019 Report

BISA 2019 upshot: to succeed in the wealth advisory business, advisors need to figure out how to deliver a richer, more human experience to their clients – and technology can…

How to Start a Podcast as a Wealth Management Firm

If your company or firm is looking to launch a podcast, follow our guide to ensure you are taking the right steps.

5 Perks The Financial Industry Can Offer Top Performers

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

Rick Scearbo, Xtiva Chief Revenue Officer, Talks the Benefits of…

Xtiva's CRO Rick Scearbo talks about the benefits of account based marketing for wealth management firms.

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