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.
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.
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.
Social Responsibility Pledge
Formal programs or foundation to give back to communities