Mengotomatiskan pemrosesan komisi dan memungkinkan tim penjualan Anda dengan wawasan kinerja sesuai permintaan
Integrasikan data Anda, betapapun besar dan rumitnya data tersebut, dan jalankan program untuk KPI yang ingin Anda percepat
Menyesuaikan rencana komisi sesuai kebutuhan pasar, tanggung jawab pekerjaan, dan sifat saluran penjualan Anda
Dapatkan kompensasi yang akurat dengan mengotomatiskan penghitungan komisi dan spiff yang rumit dan tidak menyisakan ruang untuk kesalahan
Memastikan pencairan pembayaran tepat waktu dengan mengotomatiskan proses persetujuan multi-level di antara para pemangku kepentingan
Menyediakan tim penjualan internal dan lapangan, fleksibilitas untuk beralih antara program & aplikasi seluler untuk melacak kemajuan saat bepergian
Kenali pencapaian mereka dengan papan peringkat, lencana pencapaian, hadiah, dan kartu skor
Sering berkomunikasi tentang target, penghasilan, dan pencapaian melalui dorongan dan pemberitahuan
Beri mereka opsi untuk menukarkan pembayaran dalam bentuk kartu hadiah, voucher pengalaman, dan banyak lagi
Menjaga kepatuhan terhadap standar peraturan & pendapatan internasional, pedoman dan kebijakan keuangan.
Lacak kinerja tim dan saluran penjualan Anda serta KPI terkait insentif dengan analitik yang kaya pada satu platform.
Dapatkan laporan program dengan cepat dan sederhanakan informasi yang diperlukan untuk audit, tinjauan bisnis, dan rapat pimpinan
Mendapatkan kecerdasan dari program sebelumnya untuk mengoptimalkan aturan dan target untuk program baru
Build custom plans for different departments, such as mortgage, wealth management, etc., or roles, such as relationship manager, loan officer, branch sales manager, etc, under a single dashboard.
Multiple systems and data files may require your sales teams to enter their sales data manually, leading to inaccurate calculations. Compass automates real-time updates, removing manual data entry for sales teams.
Pay your employees like relationship managers on various success metrics, including new accounts generated, account fees, AUMs, credit cards sold, private banking services, etc.
Centralize your sales-reps queries and disputes concerning incentives in a dedicated tab called escalations, providing complete transparency in incentive calculations for both sales managers and frontline sales reps.
Enable comprehensive insight into incentive calculations for each assigned financial product by integrating a dedicated plan documents tab within a mobile app. Enable reps to calculate their incentives with the earnings calculator.
Your sales reps will have to handle more than 20+ financial products, and keeping track of them can be handled in a spreadsheet. Our mobile app streamlines the tracking with notifications and nudges, ensuring timely deal closures.
Enable your customer facing workforce from RM to sales leaders to have visibility into their earnings & performance in real-time.
Facilitate split commissions, seamlessly distributing payments among multiple contributors involved in complex sales transactions.
Motivate and retain top sales talent top sales performers by recognizing their wins in public with live leader boards, and scorecards
Referrals are crucial in helping make a banking product a success. Track referrals brought in by licensed employees and reward them fairly.
Centralize all the queries and disputes concerning commission calculations and payouts with the ability to approve or reject.
Initiate clawbacks, recovering commissions from advisors for unethical or unsuitable sales, ensuring accountability and financial integrity.
Product Tour
Experience the agility and simplicity of spreadsheets with power of automation at scale. The user-friendly dashboard allows you to build, launch, and optimize sales commission plans without technical expertise.
Centralize your sales data from any number of data sources under a single platform. Our talented tech team will help you integrate your data from any database like SAP, Oracle, MYSQL, etc in no time.
Data protection is of utmost importance to us, and we are committed to providing a safe, secure, and compliant loyalty ecosystem for enterprises with the highest standards of data security and privacy across storage, exchange, collection, and processing.