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.

Fiducia da parte di aziende leader a livello globale

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%

Riduzione delle operazioni e degli sforzi di revisione

20%

Risparmi sui budget per gli incentivi

95%

Riduzione dei tempi di elaborazione delle commissioni

80%

Aumento della produttività delle vendite

90%

Riduzione delle operazioni e degli sforzi di revisione

20%

Risparmi sui budget per gli incentivi

95%

Riduzione dei tempi di elaborazione delle commissioni

80%

Aumento della produttività delle vendite
* Sostenuto da metriche di utilizzo del prodotto e da sondaggi tra gli utenti.

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.

Integrazione dei dati

Integrazione con gli strumenti di lavoro quotidiani

Connect your ERP, CRM, HRMS, HCM, Spreadsheets or any sales tech stack with Compass through native integrations to centralize and effortlessly manage all your commission data.
Import data in any format
Set up real time sync
Native Integrations
Secure SSO access

Our solution caters to multiple industries

Vendita al dettaglio
Travel & Leisure
Settore bancario
Hospitality
SaaS
Fintech
Commercio elettronico
Assicurazione
Vendita al dettaglio
Travel & Leisure
Settore bancario
Hospitality
Saas
Fintech
Commercio elettronico
Assicurazione

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