Summit Financial joins Xtiva customer family to support growth

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Adds Xtiva Reward to support growth objectives with better flexibility, integration, and productivity analytics.

"Xtiva aligns with our commitment to offer best-in-class solutions to our advisors so that they can create an exceptional experience for their clients."

Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Summit Financial Holdings (“Summit Financial”) has signed a long-term agreement for Xtiva Reward on the XtivaCloud Performance Platform. Summit Financial, based in New Jersey, is a prominent family of financial services firms for top independent and breakaway advisors.

“Xtiva aligns with our commitment to offer best-in-class solutions to our advisors so that they can create an exceptional experience for their clients. We were impressed with their capabilities, expertise, and innovative thinking and look forward to a collaborative partnership.” said Stan Gregor, Summit Financial CEO.

Key Benefits:

  • High usability for both advisor and operations associates;
  • Compelling analytics capability to enable faster, more insightful answers;
  • Powerful integration capabilities to both internal and external technology eco-system.

Explained Rick Scearbo, Chief Revenue Officer at Xtiva: “Summit is one of those firms the industry watches. They are attracting great talent, have a clear and compelling strategic vision and an inspiring commitment to customer success.”


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-based 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, via Twitter or on LinkedIn.

About Summit Financial

As an independent financial services firm for almost 40 years, Summit Financial and it’s affiliates are proud to continue their legacy of guiding clients towards their financial goals by aligning extensive experience with a forward-thinking philosophy, adapting to industry changes for the sake of best serving it’s clients now and well into the future. With customized, holistic and hands-on advice, Summit Financial turn life’s aspirations into success stories. The financial guidance focuses on individual needs and values, not industry norms. To learn more about Summit Financial, please visit


For Xtiva:
Rick Scearbo, CRO

For Summit Financial:
Marissa Foy Comerford
Gregory FCA for Summit Financial

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Rick Scearbo, CRO
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