Working at Xtiva Financial Systems

Xtiva Financial Systems Overview

Websitewww.xtiva.com

HeadquartersNew York, NY

Size1 to 50 employees

Founded 1998

Type Company - Private

Industry Computer Hardware & Software

Revenue $5 to $10 million (USD) per year

Competitors Unknown

Simply a powerful, user friendly Sales Performance Management Platform exclusively for Financial Services.

We help you Achieve More.

Mission: We help Wealth Advisors and the firms they work for, build better businesses.

Xtiva Financial Systems Reviews

4.3

StarStarStarStarStar

Rating TrendsRating Trends

Recommend to a friend

Approve of CEO

Thomas Moysak

7 Ratings

May 2, 2018
"Company with Great Culture"
StarStarStarStarStar
Work/Life Balance
Culture & Values
Career Opportunities
Comp & Benefits
Senior Management
Current Employee - Anonymous Employee
Current Employee - Anonymous Employee
Recommends
Positive Outlook
Approves of CEO
I 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

See All 11 Reviews

Xtiva Financial Systems Photos

Xtiva Financial Systems photo of: Finalist - 2017 Wealth Management Industry Awards

Xtiva Financial Systems photo of: Happy Back to School - 150lbs of school supplies donated to Miami school to help teacher and kids achieve more.

Xtiva Financial Systems photo of: Hello Canada. We are coming for you.

Xtiva Financial Systems photo of: Pershing INSITE(™)18 Conference

Xtiva Financial Systems photo of: Lunch at Xtiva

Xtiva Financial Systems photo of: The Evening of Discovery in support of The Center for Discovery

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Xtiva Financial Systems Interviews

Experience 1 Rating

Experience

Positive

Neutral

100%

Negative

Getting an Interview 1 Interview Review

Getting an Interview

Employee Referral

100%

Difficulty 1 Rating

2.0

Average

Difficulty

Hard

Average

Easy

Mar 10, 2015

Client Support Interview
Anonymous Employee
Accepted Offer
Neutral Experience
Easy Interview
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
Xtiva Financial Systems 2015-03-10 08:57 PDT

See All 1 Interviews

Company Updates

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.
—2 days ago
7 Steps to Get Started With Account Based Marketing - Xtiva
Launch your ABM strategy with these 7 steps to ensure a successful program. This is the second post in our ABM - Account Based Marketing and Wealth Management Firms series. We help our customers in the wealth and advisory space achieve more in their business with insights on growth and clients.
0 Likes
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.
—10 days ago
ABM and Why Wealth Management Firms Need to Use It - Xtiva
This trending marketing strategy might be your wealth management firm's best method to optimize sales and marketing ROI. This is the first post in our ABM - Account Based Marketing and Wealth Management Firms series. We help our customers in the wealth and advisory space achieve more in their business with insights on growth and clients.
0 Likes

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Xtiva Financial Systems Awards & Accolades

+ Add Awards

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

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Xtiva Financial Systems