press release

Xtiva Teams Up with Strategy & Resources, LLC on Game Changing Strategic Compensation Services

Financial services firms can quickly and reliably design and implement new, strategically aligned, advisor and field manager compensation.

NEW YORK, Nov. 29, 2016 /PRNewswire/ — Xtiva Financial Systems (Xtiva), provider of innovative sales performance management tools for financial services firms, today announced the launch of its new Strategic Compensation Services. Developed and executed in partnership with Matt Lynch and his management-consulting firm, Strategy & Resources, LLC (S&R), this new service program combines the best capabilities of both firms to create a powerful suite of services exclusively available to Xtiva customers.


The service plan includes a quarterly market overview, an executive briefing in support of annual planning and strategy sessions, a comprehensive market benchmarking program, and a complete “full-stack” strategic compensation design and implementation service. “The unique combination of capabilities – Xtiva’s rich data, the proprietary insight tools of both Xtiva and S&R, the profound wisdom of Matt Lynch and his team, and Xtiva’s technical implementation experience – come together to make a powerful offering,” Moysak said.

“Partnering with Xtiva is a great fit,” stated Matt Lynch, Managing Partner at Strategy & Resources, LLC. “Our team is looking forward to working with Xtiva’s clients to help them drive their business farther, faster and with even greater value.”

The Strategic Compensation Services will be rolled out to Xtiva customers over the next quarter.


Read full press release:
PRNewswire, Nov. 29, 2016


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Matt Lynch Joins Xtiva’s Board of Directors



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Matt Lynch headshot

Matt Lynch, Managing Partner
Strategy & Resources, LLC

Tenured consultant and financial services thought leader will bring strategic insights to leadership team as Xtiva continues to innovate and enhance cloud-based solutions for marketplace


NEW YORK – March 10, 2016 – Xtiva, a leading provider of enterprise compensation solutions for the financial services industry, today announced that Matt Lynch, Managing Partner of Strategy & Resources, LLC, has been elected to the company’s Board of Directors.

“Matt Lynch has had a long and varied career in the financial services industry, and has a deep understanding of the challenges facing broker/dealers and the financial advisors they serve,” said Xtiva CEO Thomas Moysak. “We are privileged to have him serve on our board. He is highly respected as a thought leader and consultant in the industry and will bring a wealth of strategic insights to Xtiva as we continue to enhance our solutions for the marketplace.”


During his more than 25 years in the industry, Lynch held progressive senior leadership roles as President and CEO of independent broker/dealer and RIA Capital Analysts Inc., CFO of Lincoln Financial Advisors, and field management roles with New York Life. His consulting credentials include Moss Adams, LLP, where he was a director of the business consulting group and widely recognized for his industry expertise in succession planning, M&A and financial services distribution strategies.

As Managing Partner and Founder of Strategy & Resources, Lynch works closely with enterprise executives, helping them negotiate the ever-increasing challenges facing the industry and achieve the changes necessary to succeed in the future. “Through my years of experience working with broker/dealers and advisors, I’ve seen first hand how the critical function of compensation management, as well as the competitive environment for attracting and retaining talent, affects business health,” said Lynch. “Xtiva has achieved a well-deserved position of leadership as a trusted partner and strategic solution provider, and I look forward to helping them further develop their business.”


Xtiva Financial Systems is a leading incentive compensation and next generation sales performance management platform focused exclusively on financial services. Over 80 customers use Xtiva’s award-winning software, services, and support to maximize their salesforce investment leading to superior business performance. Learn more at


 Strategy & Resources LLC is an independent financial services consulting firm. Managing Partner Matt Lynch, his staff and resource partners work with financial services companies, focusing on corporate-level strategy, resource optimization and change management. Additional services include board retreats, succession planning, M&A strategies, post-merger integration plans, and benchmarking studies. For more information, please visit



Leslie Swid
Impact Communications, Inc.

FSI Benchmarking Survey Shows Member Firms Sustaining Success while Riding Waves in Headwinds

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WASHINGTON, D.C. [September 2, 2015] – Results of the FSI 2015 Financial Performance Benchmarking Survey conducted by the Financial Services Institute (FSI) in partnership with independent consulting firm Strategy & Resources LLC, indicate that independent financial advisory firms are achieving sustainable growth through innovation and effective execution.


“We see significant interest in downside protection strategies among advisors, particularly for those serving the emerging affluent client segment,” said Matt Lynch, Managing Partner of Strategy & Resources LLC. “More broadly, we observe increased interest in liquid alternatives coming down market where advisors working with mass affluent and middle market clients are seeking solutions for this asset class.”


Read full Press Release: Strategy & Resources_FSI_Survey Results_9-2-15_final.pdf