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Xtiva Financial Systems Overview
New York, NY
1 to 50 employees
1998
Company - Private
Computer Hardware & Software
$5 to $10 million (USD) per year
Unknown
Simply a powerful, user friendly Sales Performance Management Platform exclusively for Financial Services.
We help you Achieve More.
We help you Achieve More.
Mission: We help Wealth Advisors and the firms they work for, build better businesses.
Xtiva Financial Systems Reviews
Xtiva Financial Systems11Approve of CEO
Thomas Moysak
7 Ratings
![Xtiva Financial Systems Logo]()
"Company with Great Culture"
StarStarStarStarStar- Work/Life Balance
- Culture & Values
- Career Opportunities
- Comp & Benefits
- Senior Management
RecommendsPositive OutlookApproves of CEOI have been working at Xtiva Financial Systems full-time
Pros
Xtiva has a culture that values hard work and providing the best experience possible for clients. You see the impact and value of your work daily, with support and collaboration across departments.
Cons
As with most companies, communication is better in some departments than others, but I think we do a good job of continuously working to improve communication.
Xtiva Financial Systems 2018-05-02 10:09 PDT
View Allnum of num
Xtiva Financial Systems Interviews
Experience
Experience
0%
100%
0%
Getting an Interview
Getting an Interview
100%
Difficulty
2.0
Average- Accepted OfferNeutral ExperienceEasy InterviewXtiva Financial Systems 2015-03-10 08:57 PDT
Application
I applied through an employee referral. I interviewed at Xtiva Financial Systems.
Interview
Wasn't bad. No hard questions. Interviewed with hiring manager as well as a couple of other members of the client support staff. All softball questions. They were really looking for cultural fit.
Interview Questions
- Where do you want to be in 5 years. Answer Question
Company Updates
![Xtiva Financial Systems Logo]()
For many wealth management companies, adding a marketing component is the first step to accelerated growth and new business. But where do you start? We've outline how wealth management can bring marketing into play, including what roles to hire and what skills to look for in our specific industry.
0 Likes![Xtiva Financial Systems Logo]()
Your comprehensive guide to getting more clients, business, and a sales with #chatbots and #conversationdesign is here.
We've put together everything you need to judge if this new and responsive technology is right for your large or small business, and how to get started.0 Likes
Xtiva Financial Systems Awards & Accolades
- Finalist - New Innovation - Platform, Wealth Management Industry Awards, 2017
- 20 Most Promising Financial Services Technology Solution Providers - 2016, CIO Review Magazine, 2016
Pledges & Certifications
Social Responsibility Pledge
Formal programs or foundation to give back to communities
Work at Xtiva Financial Systems? Share Your Experiences
