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.
Deciding that an ABM approach is right for your wealth management business is one thing; implementing the strategy is another. Follow these 7 steps to get started.
Account-Based Marketing is the emerging trend for many businesses right now and should also be used in the wealth and advisory space. The latest from Jodi Taylor explains what ABM is and why wealth management firms need it.
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