Banking sales commission automation software to redefine commission management for financial companies

Banking sales commission automation software Comoass he here to revolutionize your banking sales approach. Dive into faster, efficient, and game-changing results by empowering the financial companies with Compass. Seamlessly devise geo-specific commission plans, automate intricate calculations, and ensure timely payout disbursals - all in one platform.

Vertrauen bei führenden Unternehmen weltweit

The best banking sales commission automation software for financial companies

Compass is your go banking sales commission automation software to make financial products sales fun, recurring, and profitable with Compass. Enable your sales teams to efficiently sell financial products & services and close monthly targets on time.

90%

Geringerer Aufwand für Betrieb und Rechnungsprüfung

20%

Einsparungen bei den Anreizbudgets

95%

Verkürzte Bearbeitungszeit für Provisionen

80%

Steigerung der Verkaufsproduktivität

90%

Geringerer Aufwand für Betrieb und Rechnungsprüfung

20%

Einsparungen bei den Anreizbudgets

95%

Verkürzte Bearbeitungszeit für Provisionen

80%

Steigerung der Verkaufsproduktivität
* Gestützt durch Produktnutzungsdaten und Nutzerumfragen

How Compass, the leading banking sales commission automation software help leaders maximize sales numbers while engaging their teams?

Banking sales commission automation software - Compass presents a suite of solutions designed to make your financial sales journey secure, exciting, and efficient. Whether you're keen on developing geo-specific commission plans or ensuring timely payouts, Compass is your ultimate partner.
Commission Automation

Automate intricate commission plans in no time

Take the complexities out of your commission plans.

  • Seamlessly integrate your data, no matter how vast or intricate, and drive programs to accelerate your key performance indicators (KPIs).
  • Tailor commission plans to your specific market requirements, job roles, and sales channel dynamics.
  • Achieve pinpoint accuracy by automating complex commission and spiff calculations, eliminating room for errors.
  • Ensure on-time payouts by automating multi-level approval processes among stakeholders.
Gamified Plans

Boost sales team morale with gamified plans

Transform your sales team into financial sales superheroes.

  • Provide your in-house and field sales teams with the flexibility to switch between programs and mobile apps, enabling them to track progress on the go.
  • Recognize their achievements with leaderboards, milestone badges, rewards, and scorecards, fostering healthy competition.
  • Keep your team informed about targets, earnings, and achievements through timely nudges and notifications.
  • Give your sales team the power to redeem payouts in the form of gift cards, experiential vouchers, and more.
Real-time Analytics

Make informed sales decisions with real-time analytics

Harness the power of analytics to make informed sales decisions.

  • Maintain compliance with international regulatory and revenue standards, financial guidelines, and policies, ensuring the utmost security and privacy.
  • Track the performance of your sales teams and channels, along with incentive-related KPIs, through rich analytics, all on a single platform.
  • Access program reports swiftly, streamlining the information required for audits, business reviews, and leadership meetings.
  • Harness insights from past programs to optimize rules and targets for new initiatives, setting your business on a path to constant improvement.

Integration von Daten

Integration in Ihre täglichen Arbeitsmittel

Verbinden Sie Ihr ERP, CRM, HRMS, HCM, Tabellenkalkulationen oder andere Vertriebstechnologien mit Compass durch native Integrationen, um alle Ihre Provisionsdaten zu zentralisieren und mühelos zu verwalten.
Daten in beliebigem Format importieren
Echtzeitsynchronisation einrichten
Einheimische Integrationen
Sicherer SSO-Zugang

Unsere Lösung eignet sich für mehrere Branchen

Einzelhandel
Reisen & Freizeit
Bankwesen
Gastfreundschaft
SaaS
Fintech
Elektronischer Geschäftsverkehr
Versicherung
Einzelhandel
Reisen & Freizeit
Bankwesen
Gastfreundschaft
Saas
Fintech
Elektronischer Geschäftsverkehr
Versicherung

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