Automatiseer de verwerking van commissies en bied je verkoopteam on-demand inzichten in prestaties
Integreer je gegevens, hoe groot en complex ze ook zijn, en voer programma's uit voor KPI's die je wilt versnellen
Stem commissieplannen af op de eisen van de markt, functieverantwoordelijkheden en de aard van uw verkoopkanaal.
Bereik een nauwkeurige compensatie door complexe commissie- en spiff-berekeningen te automatiseren en laat geen ruimte voor fouten
Zorgen voor tijdige uitbetaling van uitbetalingen door het goedkeuringsproces op meerdere niveaus tussen belanghebbenden te automatiseren
Bied interne en externe verkoopteams de flexibiliteit om te schakelen tussen programma's en mobiele apps om onderweg de voortgang bij te houden
Erken hun prestaties met leaderboards, mijlpaalbadges, beloningen en scorekaarten
Regelmatig communiceren over doelen, verdiensten en prestaties via duwtjes en meldingen
Geef ze de opties om uitbetalingen in te wisselen in de vorm van cadeaubonnen, ervaringsvouchers en meer
Voldoen aan internationale regelgevings- en inkomstenstandaarden, financiële richtlijnen en beleid.
Volg de prestaties van je verkoopteams en kanalen en incentivegerelateerde KPI's met uitgebreide analyses op één platform.
Snel programmarapporten verkrijgen en informatie stroomlijnen die nodig is voor audits, bedrijfsbeoordelingen en bijeenkomsten van leidinggevenden
Intelligentie uit eerdere programma's afleiden om regels en doelen voor nieuwe programma's te optimaliseren
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.