Mission: We help Wealth Advisors and the firms they work for, build better businesses.
I have been working at Xtiva Financial Systems full-time
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.
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.
I applied through an employee referral. I interviewed at Xtiva Financial Systems.
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.
You know about customer journey maps now, but do you know how to make one? We've researched the best tools online for individual and company-wide use and have created this video - outlining how to create effective customer journey maps for your financial advisory and wealth management business.