Financial Services Industry
The Future of Finance is Sales Excellence
The Financial Services world is shifting. Adopting new and optimized processes is the best way to streamline growth, master data management, and reduce turnover in today’s hyper-competitive world.
Visibility is Power
Providing transparency is key to attract talent, cut costs, and adapt to changing regulations.
Xactly enables financial institutions to gain deeper visibility into performance, trends, and real-world insights to make agile, data-driven decisions.
Now that we have the ICM part nailed down, it has freed up our team’s time to attack the next objective. We’re looking into Xactly’s territory management, planning, and quota setting methodologies.
Gaining Insights for the Entire Team
Make Accuracy a Priority
Ensures your employees receive correct payouts on any incentive-based financial transaction.
Manage Your Vital Resources
Mitigate the loss of turnover and set equitable headcount by monitoring employees at risk for attrition.
Maximize Opportunities
Design fair and balanced territories and improve your overall approach to managing the growth of your financial enterprise.
Find a Competitive Edge
Examine your incentive based compensation plans and see how you compare against industry peers.
Make Compliance Efficient
Manage cost capitalization and subscription pricing models more efficiently under ASC 606 and IFRS 15.
Centralize Your Insights
Create a single source of truth by consolidating data flows from all of your enterprise solutions, including ERP, CRM, HCM, etc.
Clear Insight into ROI
With Xactly, you will always be in the know when it comes to the financial impact of operational changes. Whether it be changes in your compensation plans, territories, or capacity, our data-driven and AI-powered solutions can provide you with a clear view of ROI.
