Sales Enablement

Sales enablement is a business process, typically involving rich data and analytics, that provides client facing employees with recommendations on how to engage with specific customers or segments of customers regardless of where those customers are in their lifecycle. The objective is to provide scale to the sales and relationship management resources of an organization, helping to improve sales execution and drive revenue. It frequently incorporates feedback analytics for managers to use as the basis for the development of coaching programs for the sales teams.

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American Portfolios enhances front office technology with addition of Xtiva…

New York, NY – December 7, 2020 — Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, announced that American Portfolios Holdings,…

AE Financial Services upgrades to Xtiva

AE Financial Services is upgrading its compensation tools to Xtiva Reward.

Data Foundations for Wealth Management 101

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

Xtiva expands Canadian footprint and welcomes Harbourfront Wealth Management

Harbourfront adds Xtiva Reward Incentive Compensation as it builds out technology platform to support aggressive growth.

Why ‘Best Pay’ is not the right question

Don't focus on best pay, by itself. Look at it in the context of how you can build the most value for your advisory practice over time.

Davenport & Company adds Xtiva as part of platform upgrade

Xtiva Reward Incentive Compensation service adds scalability and support for market leading compensation to Davenport.

How Will the COVID-19 Pandemic Affect Advisor Compensation? 

An accelerating technology landscape and a pandemic-induced reset on how people think about their health and financial security are bringing a wave of change to wealth industry compensation.

Tips for a Successful ‘Remote’ Wealth Management Operations Team

Learn how your team can perform great while at home.

Xtiva raises $10 million from Recurring Capital Partners to accelerate…

Xtiva announces financing to invest in product capabilities and expand in key markets

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