The Challenge

The organization faced several operational and engagement issues in managing commissions:

• Disputes & Delays: Manual reconciliation of data from siloed CRM systems caused frequent payout errors and escalations.
• High Administrative Overhead: Manual calculations and validations created inefficiencies, added costs, and slowed processing.
• Lack of Visibility: Employees had no clear view of how incentives were calculated, reducing trust and engagement.

The Solution

Compass was implemented to centralize, automate, and standardize commission management:

• CRM Integration: Synced with legacy banking CRM and Salesforce to unify and streamline data inputs.
• Digitized Commission Rules: Complex tier-based and product-specific commission logic automated within Compass.
• Personalized Dashboards: Embedded dashboards in the employee portal allowed RMs to track earnings, deal status, and targets in real time.

The Results

• 90% reduction in commission-related errors and disputes
• $120,000 annual savings from reduced manual processing and administrative effort
• Improved employee satisfaction and trust, leading to better retention of high-performing RMs

Key Metrics

• 2,300+ active commission earners onboarded
• 45% improvement in payout accuracy (verified via audits)
• $6M+ in commission payouts processed in just 6 months

Conclusion

By automating and centralizing commission management with Compass, the organization transformed a manual, error-prone process into a transparent, efficient, and reliable system. Employees gained real-time visibility into earnings and targets, administrative overhead was reduced, and trust and engagement improved—driving better performance and retention in a high-stakes sales environment.

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