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.

Financial Services
Western Union
frost bank
bank of america
Finance Team

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.

10
%
of millennial workers in financial services plan to stay in their role long term
- PwC
66
%
of banking executives find maintaining agility to respond to economic volatility a significant business challenge
- Financial Times
91
%

of financial executives want to see improvements in the quality of financial and performance insight obtained from the data they produce
- Intangent

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.

Joshua Baxter
,
Configuration Manager
Western Union
Financial Services

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.

Financial Services Laptop

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.

Ready to get started?