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Modernize the sales incentive process in selling your financial products

Replace the error-prone spreadsheets and legacy systems for managing sales commissions and channel partner incentives in your banking and financial institution

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Data Governance

Crediting Rules

Transparent plans

Data governance for bank’s products

Ensuring the accuracy and consistency of the data used in determining incentive compensation is crucial. Establishing data validation and verification processes eliminates errors.

Centralize your sales data for financial 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.

No more manual data entry for bank managers

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

Effective crediting rules are designed to align employee behavior with the bank's strategic objectives, encourage high performance, and ensure fairness and transparency in the commission process.

Unique KPIs for any number of financial products

Pay your employees like relationship managers on various success metrics, including new accounts generated, account fees, AUMs, credit cards sold, private banking services, etc.

Escalations handling for Branch managers

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.

Full transparency from RM to BM

Building incentive compensation plans for a banking or financial institution is more complex than it looks. The pay mix varies for each product line, hierarchy, and multiple parameters.

Plan clarity for sellers in rural and global bank

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.

Custom rep alerts for every financial product

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

Explore a comprehensive suite of features aimed at significantly reducing the time and cost spent in managing incentive compensation programs.

Aplicación móvil

Enable your customer facing workforce from RM to sales leaders to have visibility into their earnings & performance in real-time.

Split Commissions

Facilitate split commissions, seamlessly distributing payments among multiple contributors involved in complex sales transactions.

Gamification

Motivate and retain top sales talent top sales performers by recognizing their wins in public with live leader boards, and scorecards

Referrals & Assists

Referrals are crucial in helping make a banking product a success. Track referrals brought in by licensed employees and reward them fairly.

Gestión de litigios

Centralize all the queries and disputes concerning commission calculations and payouts with the ability to approve or reject.

Clawback provisions

Initiate clawbacks, recovering commissions from advisors for unethical or unsuitable sales, ensuring accountability and financial integrity.

Tour del producto

Error-free payouts from bank officers to financial advisors

Experimente la agilidad y sencillez de las hojas de cálculo con la potencia de la automatización a escala. El panel de control fácil de usar le permite crear, lanzar y optimizar planes de comisiones de ventas sin conocimientos técnicos.

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Integraciones

Más de 85 opciones de integración

Centralice sus datos de ventas de cualquier número de fuentes de datos en una única plataforma. Nuestro talentoso equipo técnico le ayudará a integrar sus datos desde cualquier base de datos como SAP, Oracle, MYSQL, etc. en muy poco tiempo.

Ver todas las integraciones

SAP

Connect the sales incentive data from SAP platforms.

Netsuite

Centralize your sales commissions and channel incentive data

MS dynamics 365

Integrate and track scheme performance in real-time

MySQL

Vincule sus datos de comisiones de ventas con las tablas SQL.

SFTP

Conecte los datos con el SFTP de Compass mediante un proceso fluido.

Hojas de cálculo de Google

Deje de introducir datos manualmente conectando las hojas con Compass.

Seguridad de datos y gestión de la privacidad de nivel empresarial

La protección de datos es de suma importancia para nosotros, y nos comprometemos a ofrecer a las empresas un ecosistema de fidelización seguro y conforme con las normas más estrictas de seguridad y privacidad de datos en todo el almacenamiento, intercambio, recopilación y procesamiento.