AlignStar

FINANCIAL SERVICES

Zero In on Growth

Outgrow competitors by driving a customer-centric strategy and increased efficiencies.

Use Financial Insights to Deepen Customer Relationships

Drive Growth

Handle any size business and scale to meet growth demands.

Lower Risks

Leverage the highest levels of cloud security, reliability and privacy standards to lower risks and protect data integrity.

Actionable Insights

Use data and actionable insights to create and analyze best-in-class financial services sales compensation plans.

Financial Services Software Designed to Drive Sales Performance

Xactly helps financial services companies grow market share during fluctuating economic times, streamline operations, and comply with regulations. Access to real-time data allows financial services companies to build sales compensation plans to reflect broader operational goals.

Get the Ultimate Guide to Sales Compensation Planning

Accuracy and Insights at Your Fingertips

Plan with Predictive Analytics

Use aggregated anonymous industry data as a benchmark to roll out compensation plans.

Accurately Calculate Commissions

Analyze incentive costs and drive growth with custom dashboards and commission statements.

Territory
Management

Create travel-effective sales and service territories that reduce costs and drive bottom-line growth.

Driving Success for our Financial Services Clients

bank of america merchant services logo
frost bank logo
surepayroll logo
transfirst logo
western union xactly financial services client
american stock transfer and trust logo xactly financial services customer

Driving Success for our Financial Services Clients

bank of america merchant services logo
frost bank logo
surepayroll logo
transfirst logo
western union xactly financial services client
american stock transfer and trust logo xactly financial services customer