Ezra Group and Xtiva 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. New York, NY – January 26th, 2021 — 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 […]
August 2020 – Newsletter
3 Reasons WealthTech Isn’t Cool_ezra1 Enterprise wealth management technology is a lot like a jigsaw puzzle. Technology, operating models and strategy all have to fit perfectly to make the picture appear. And we’ve built our company to help clients put the right pieces together. But 2020 seems to have shaken the box and more firms […]
