Customer Story

Challenges

The leadership team aimed to align RM incentives with customer outcomes, but outdated systems limited real-time performance tracking and reward distribution.

• No live visibility: RMs had no access to current target progress or pending rewards.

• Low client retention: Lack of recognition for renewals and long-term client engagement.

• Fragmented campaigns: SIP and ELSS drives weren’t tracked consistently across branches.

• No gamified motivation: RMs lacked recognition or competition-based incentives.

• Limited manager insights: Regional managers couldn’t compare AUM trends or campaign results instantly.

The Solution

Xoxoday created a gamified sales ecosystem where performance, recognition, and payouts were all linked to client outcomes.

1. Sales milestone campaigns:

• Ran short-term festive ELSS and SIP drives with leaderboard tracking and instant recognition.
• RMs earned points for every new SIP activation, cross-sell, or AUM growth milestone achieved.

2. AI-driven personalization:

• AI nudges sent automated reminders such as “You’re 10 SIPs away from your next bonus tier!”
• Encouraged real-time action and increased campaign engagement.

3. Gamified dashboards & contests:

• Introduced badges, tiers, and progress bars for revenue targets.
• Created healthy competition across branches while maintaining transparency.

4. Retention-linked incentives:

• Rewarded PMs maintaining persistency above 90% and long-term client renewals.
• Added points for clients completing >3 years with consistent AUM growth.

5. Managerial visibility & insights:

• Regional heads could monitor live campaign performance, inflow value, and client retention KPIs.
• Early trend detection enabled focused coaching and reallocation of resources.

Impact

• ‍Revenue Impact: ₹5 Cr+ new inflows generated within a quarter through campaign-linked incentives ‍
• Client Retention: Persistency improved by 30% among long-term PMS investors ‍
• Team Engagement: 82% of RMs actively used gamified dashboards ‍
• Sales Conversion: ELSS and SIP conversions grew by 25% during festive campaigns ‍
• Managerial Oversight: Real-time insights enhanced decision-making across all regions

Conclusion

By combining gamification, AI nudges, and instant digital rewards, Xoxoday Compass enabled the wealth firm to turn incentives into a growth engine. Relationship managers became more engaged, proactive, and client-focused driving measurable gains in AUM, renewals, and overall investor satisfaction.

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