Modernize the sales incentive process in selling your financial products
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Data governance for bank’s products
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.
Simplify complex crediting rules
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.
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Full transparency from RM to BM
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.
ICM software for all types of banks and financial institutions
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.
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Product Tour
Error-free payouts from bank officers to financial advisors
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.
85+ Integration options
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.
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Enterprise-Grade data security and privacy management
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.
