New York, NY (PRWEB) April 12, 2022 Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service
Xtiva and Whealthcare Solutions form strategic alliance to enhance wealth advisors’ access to game changing tools for multigeneration success
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Integration with Xtiva Intel and Reward Suite will enable firms using these Practice Management, Enterprise Analytics, and Incentive Compensation tools to leverage the capabilities of Whealthcare Solution’s award-winning financial wellness solutions. Financial wellness – a deep understanding of it – will be a critical factor in the retention, growth and protection of wealth management and insurance Advisors in the future.” NEW YORK (PRWEB) February 23, 2021 Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, and Whealthcare Solutions, the pioneer in developing comprehensive Financial Wellness scoring assessments, training programs, and client communications content, have
Xtiva and partner Ezra Group Launch Performance Assessments and new Consulting Services for Wealth Management Firms
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Advanced expertise for Xtiva customers to strengthen their data-as-an-asset and organizational performance and transformation capabilities.
“Ezra Group has a unique set of expertise – deep understanding of the wealthtech ecosystem, resident expertise in building and leveraging data as an asset and a track record of supporting organizational change – that we look forward to bringing to our customers.” NEW YORK (PRWEB) January 26, 2021 Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, and Ezra Group, a leading provider of consulting services to wealth management firms, have announced a major alliance.
Summit Financial joins Xtiva customer family to support growth
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Adds Xtiva Reward to support growth objectives with better flexibility, integration, and productivity analytics. Xtiva aligns with our commitment to offer best-in-class solutions to our advisors so that they can create an exceptional experience for their clients. NEW YORK (PRWEB) December 15, 2020 Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Summit Financial Holdings (“Summit Financial”) has signed a long-term agreement for Xtiva Reward on the XtivaCloud Performance Platform. Summit Financial, based in New Jersey, is a prominent family of financial services firms for top independent and breakaway advisors.