Accelerate financial product sales with commission automation

Automate commission processing and enable your sales team with on-demand performance insights

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Trusted by leading companies globally

We’re here to make commissions the biggest growth driver for your business

Banking

Enable your sales teams to efficiently sell financial products & services and close monthly targets on time

Insurance

Amp up the spirit of your agents to get more policy sales with transparent and engaging incentive plans

Wealth management

Motivate your advisors to get new clients and maintain a long-lasting relationship with them effortlessly

How can Compass help?

We help financial companies drive faster business results with one of the critical growth levers - Commissions. Compass has solutions to make financial sales secure, exciting, and efficient, from assisting companies in devising geo-specific commission plans to automating calculations and disbursing payouts on time.

Automate intricate commission plans in no time

Save time for tasks that matter by automating your entire commission process from launch and calculation to payout disbursements

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Securely streamline commission process end-to-end

Data integration

Integrate your data, however huge and complex they might be, and run programs for KPIs you’d like to accelerate

Customized plans

Tailor commission plans as per market requirements, job responsibilities and nature of your sales channel

Calculation automation

Arrive at accurate compensation by automating complex commission and spiff calculations and leave no room for errors

Approval automation

Ensure on-time disbursal of payouts by automating the multi-level approval process among stakeholders

Boost the spirits of sales staff by gamifying plans

Empower your sales team to be the rockstars of financial sales with gamification to drive healthy competition and by giving complete visibility into their targets and commissions

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Ignite the competitive spirit in your sales team

Superior experience

Provide in-house and field sales teams, the flexibility to switch between programs & mobile apps to track progress on the go

Better engagement

Recognize their achievements with leaderboards, milestone badges, rewards, and scorecards

Nudges & notifications

Frequently communicate about targets, earnings, and achievements through nudges and notifications

Rewards & incentives

Give them the options to redeem payouts in the form of gift cards, experiential vouchers, and more

Make better sales decisions with real-time analytics

With predictive analytics, you can forecast sales and devise strategic plans for different sales channels and achieve targets faster

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Realize business goals faster with predictive analytics

Security & privacy

Maintain compliance with international regulatory & revenue standards, financial guidelines and policies.

Performance management

Track the performance of your sales teams and channels and incentive-related KPIs with rich analytics on a single platform.

Real-time reports

Quickly get program reports and streamline information needed for audits, business reviews, and leadership meetings

Program optimization

Derive intelligence from past programs to optimize rules and targets for new programs

Make financial products sales fun, recurring, and profitable with Compass

95%

Reduction in incentive processing time

80%

Savings in sales productivity

20%

Savings on incentives budgets

95%

Reduction in incentive processing time

80%

Savings in sales productivity

20%

Savings on incentives budgets

Here’s what our customers have to say

I love how transparent and flexible the app is. The achievement feed helps me track my earnings, see the various contests and helps us plan our work to achieve every milestone.

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Excellent product that's easy to use, great support team and simplified UI & UX design with continuous product development and innovation.

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Compass helped in increasing the happiness quotient of our sales team resulting in better productivity, and therefore the ROI that we get from Compass is significant.

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Extremely helpful, simple UI, easy point distribution capabilities and hassle-free payouts.

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Smart application that’s easy to use for setting goals and tracking achievements.

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Read our success stories

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

Schedule a demo

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.

Mobile App

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.

Dispute Management

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.

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.

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Integrations

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.

View all integrations

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

Link your sales commission data with the SQL tables.

SFTP

Connect data with Compass’s SFTP through a seamless process.

Google Sheets

Stop doing manual data entry by connecting sheets with Compass.

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.

Accelerate financial product sales with commission automation

Trusted by leading companies globally

We’re here to make commissions the biggest growth driver for your business

Banking

Insurance

Wealth management

How can Compass help?

Automate intricate commission plans in no time

Securely streamline commission process end-to-end

Data integration

Customized plans

Calculation automation

Approval automation

Boost the spirits of sales staff by gamifying plans

Ignite the competitive spirit in your sales team

Superior experience

Better engagement

Nudges & notifications

Rewards & incentives

Make better sales decisions with real-time analytics

Realize business goals faster with predictive analytics

Security & privacy

Performance management

Real-time reports

Program optimization

Make financial products sales fun, recurring, and profitable with Compass

95%

80%

20%

95%

80%

20%

Here’s what our customers have to say

Verified review on

Verified review on

Customer review by

Verified review on

Verified review on

Build a high performance sales culture

Products

Company

Resources

support

Modernize the sales incentive process in selling ​your financial products

Data governance for bank’s products

Simplify complex crediting rules

Full transparency from RM to BM

ICM software for all types of banks and financial institutions

Enterprise-Grade features that handles scale and complexity

Error-free payouts from bank officers to financial advisors

85+ Integration options

Enterprise-Grade data security and privacy management

Learn how globally renowned enterprises transformed their incentive compensation programs with Compass

Products

Company

Resources

support

Modernize the sales incentive process in selling your financial products