SalesTech Star

Xtiva and Partner Ezra Group Launch Performance Assessments and new Consulting Services for Wealth Management Firms

Advanced expertise for Xtiva customers to strengthen their data-as-an-asset and organizational performance and transformation capabilities.

Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, and Ezra Group, a leading provider of consulting services to wealth management firms, have announced a major alliance.

Ezra Group’s technology and operational consultants will collaborate with Xtiva’s strategy, incentive and distribution performance experts to help their joint clients identify and implement strategies and tactics that drive functional improvements and deliver organizational results.

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“We have been watching the evolution of Xtiva’s product suite for several years and believe that their new cloud-based platform moves them a generation ahead of their competition.” said Ezra Group CEO Craig Iskowitz. “We are excited to be able to work with Xtiva and add our experience and consulting expertise to unlock opportunities for leading wealth management firms.”

This new partnership with Ezra Group will provide for the delivery of an expanded range of technology and business process consulting services that will be available to customers immediately. These include Data as an Asset Strategy and Organizational Transformation for Performance practice areas. The combined resource of Xtiva and Ezra Group will enable wealth management firms to assess, define and execute strategies to build stronger organizational transformation and leverage of data for performance, in an accelerated time frame.

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Concurrent with the launch of the new services, wealth management firms can leverage two new Rapid Assessment tools to help them better define their business priorities and evaluate opportunities:

  • Data as an Asset (DaaA) Readiness Check – enables organizations to quickly and confidently evaluate their ability to effectively use data to drive business performance.
  • Performance Readiness Check – delivers an organizational readiness scorecard that evaluates a firm’s opportunity for acceleration of business performance transformation.

“It’s critical to the success of our customers that we continually expand the expertise we bring to the table” stated Xtiva Chief Customer Officer, Rick Scearbo. “The importance of a strong data-as-an-asset strategy for advisory firms can’t be underappreciated.”

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