Connect compensation, planning, forecasting, and performance insights across your revenue motion. Xactly helps you manage complex incentive structures, improve forecast confidence, and align revenue decisions in one connected platform built for modern financial services teams.
Built for the Decisions Behind Financial Growth
Growth in financial services depends on how well teams connect sales targets, compensation plans, product priorities, channel strategy, relationship coverage, and forecasts.
Xactly brings those decisions into one shared system, so Sales, Finance, Compensation, and RevOps teams can plan, manage incentives, set quotas, and forecast using the same performance data.
Connected Revenue Decisions, From Planning to Forecasting
Bring your team's data together across workflows to drive sales performance, ensure accurate compensation, and build revenue confidence with accurate forecasting.
Cross-Functionally Manage Incentives
Streamline multi-channel compensation with automated rules and split crediting. Enhance payout accuracy and transparency across business lines while reducing manual administration, providing sellers with clear, real-time performance and earnings visibility.
Strengthen Transparency and Governance
Give your teams clearer visibility into plan rules, payout logic, approvals, adjustments, and historical decisions. With connected compensation management, you can manage payouts with more consistency, control, and confidence across Sales, Finance, Compensation, and RevOps.
Model Plans, Shape Performance
Changes to compensation can affect revenue mix, seller focus, payout costs, and performance. Test and adjust plan designs before launching, so your leaders can see the impact before anything goes live.
Connect Planning to Execution
Ensure your revenue strategy matches how your teams actually sell. Bring territories, quotas, incentives, credits, and performance data together in one platform, so your teams can bridge strategy to frontline execution.
Forecast for Better Performance
Pipeline is just one part of your forecast. Connect forecasting with compensation, attainment, and performance data, so your sales leaders gain more visibility into revenue risk, plan effectiveness, and performance trends.
Align Teams & Performance
Build a performance foundation across departments. With shared data and smooth workflows, your leaders can make faster, more aligned decisions throughout the revenue process.
Built for the Teams Driving Financial Services Performance
Revenue Leaders
Track how compensation plans, forecasts, quotas, and seller performance are working across business lines, product portfolios, regions, relationship teams, and channels.
Finance Leaders
Gain better visibility into compensation cost, payout accuracy, forecast confidence, and revenue performance across products, teams, and financial workflows and targets.
Compensation Teams
Reduce time-consuming manual admin work, improve payout transparency, and manage plan logic, approvals, adjustments, and audit trails with stronger governance.
Sales & RevOps Teams
Connect planning, compensation, credits, and forecasting so teams can reduce spreadsheet reliance and make faster decisions across business lines and channels.
Why Financial Services Teams Choose Xactly
You need connected performance data, and Xactly helps finance services teams:
- Improve payout accuracy
- Reduce manual reconciliation
- Increase visibility into compensation planning
- Align Sales, Finance, Compensation, & RevOps teams
- Connect compensation and attainment data
- Access cost, seller behavior, and performance data
- Make confident decisions for revenue goals
Modernize Financial Services Performance Management
Frequently Asked Questions
What is sales performance management for financial services?
Sales performance management for financial services connects the workflows that orchestrate revenue performance, including incentive compensation, territory and quota planning, credits, performance visibility, and forecasting.
Why is incentive compensation harder to manage in financial services?
Financial services compensation plans often span multiple products, business lines, channels, roles, regions, and payout structures. Xactly helps you effectively manage that complexity with more automation, transparency, and control.
How does compensation management support compliance readiness?
Modern compensation management gives you clearer visibility into plan rules, payout calculations, approvals, adjustments, and historical decisions. That helps Finance, Compensation, Sales, and RevOps teams manage payouts with greater consistency and defensibility.
How can financial services firms improve forecast accuracy?
You can improve forecast accuracy by connecting forecasting with planning, compensation, attainment, and performance data. Xactly helps you move beyond fragmented inputs and build forecasts with stronger context.
What should financial institutions look for in an SPM platform?
Financial institutions should look for an SPM platform that can manage incentive complexity across products, business lines, relationship teams, channels, approvals, audit trails, and forecasting workflows.
How does Xactly support financial services revenue teams?
Xactly helps you connect compensation, planning, quota, credit, performance, and forecasting workflows within a single platform. That gives your leaders better visibility, stronger alignment, and greater confidence in revenue decisions.