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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 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.

“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.

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.”

“Ezra Group has a unique set of expertise – deep understanding of the wealthtech ecosystem, resident expertise in building and leveraging data as an asset and a track record of supporting organizational change – that we look forward to bringing to our customers,” explained Xtiva Chief Product & Strategy Officer, Jeff Marsden.

About Xtiva

Xtiva Financial Systems provides the leading sales performance management (SPM) and incentive compensation management (ICM) systems for the financial services industry. Xtiva’s cloud-native SPM product suite enables financial organizations to drive scalable performance improvement through better business intelligence, sales enablement, talent management and supported by dynamic and compelling incentive compensation. 90 financial service enterprises use Xtiva’s software, services and support, to maximize their salesforce investments and business performance. Xtiva’s customer obsessed team is dedicated to ensuring its customers and their partners achieve more every day.

Unlock front-office velocity. Drive revenue. Eliminate profit leakages. Achieve More. Learn more at www.xtiva.com, via Twitter or on LinkedIn.

About Ezra Group

Ezra Group provides technology, operations and strategy advice to the wealth management industry. Broker-dealers, banks, asset managers, RIA aggregators and their technology vendors turn to Ezra Group for specialized industry expertise to optimize their technology platforms, operational processes, and software products and supercharge business growth.

More information is available at www.ezragroupllc.com.


For Xtiva:
Rick Scearbo, CRO

For Ezra Group:
Hannah Morgan, Director of Operations