Start a conversation Professional & Business Services
Service firms need to make their expertise clear to buyers and keep client commitments intact for delivery teams. Xivic helps with both: websites that explain the offer and software workflows that carry the right context from proposals into the work.
Where Xivic can help
A website can help a buyer understand where the firm fits. A well-designed delivery handoff can preserve the goals and commitments behind the sale. We define the project around the point where context is being lost.
Structure the firm's website around the decisions buyers make: relevant expertise, comparable work, delivery scope and who they would work with.
Choose a task such as preparing a client brief or finding relevant past work. Connect approved sources, preserve permissions and evaluate the answer with its intended users.
Carry agreed client goals, commitments and project context from sales into delivery. Make missing information and ownership visible instead of relying on another kickoff email.
Relevant work
CFGI
CFGI advises finance leaders and private capital firms across a broad range of business needs. Xivic redesigned its homepage and navigation and built dedicated Private Capital and AI in Finance pages, giving those priorities a stronger presence on the website.
Homepage, navigation and two service pages. Launched May 2026.
Explore the CFGI workA useful first project
For the website, start with one service line and the questions prospects ask. For delivery, choose an engagement type and the brief the responsible team needs to verify.
Make expertise, comparable work, delivery scope and the next conversation clear enough to test with prospective clients.
Identify approved CRM, proposal and knowledge sources. Specify access rules, source links and an owner for each part of the brief.
Test missing or contradictory commitments before deciding whether AI should prepare the brief. Evaluate the output with the people who will use it.
Start a conversation
Bring a service buyers struggle to understand or a handoff your delivery team has to reconstruct. We will identify the information, systems and first change that matter.