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Performio named a Strong Performer in The Forrester Wave™: Sales Performance Management Solutions For Incentive Compensation

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Drive Profitable Growth, Innovation & Performance

With best-in-class incentive compensation management software for banking:

  • Out-of-the-box Banking Reports and Dashboards
  • Pre-configured Banking Plans
  • Data Model Built for Banking

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Trusted by
Leading Banks Worldwide

Performio helps banking companies to drive profitable growth and innovation in a fast-changing market. We support banking leaders with impactful insights to build sales strategies, to modernize incentive programs aligned with business goals, meet regulatory requirements, retain top talent, and leverage digital transformation for sustainable growth.
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Designed to Handle
all Banking Roles and Plans

Plan Components to
Handle any Banking Role:

  • Relationship Managers
  • Loan Officers, Brokers
  • Branch Managers & Tellers
  • Financial Advisors
  • Business Development Officers
  • Deposit Officers
  • Vice Presidents & Managers
  • Insurance Agents & Brokers

Pay on any Metric:

  • New Accounts & Deposits
  • Loan Volume, Balances, & Fees
  • Cross-sell / Upsell on Services
  • AUM, Assets
  • Customer Satisfaction
  • Insurance Policies & Premiums, Annuities
  • Account & Deposit Fees
  • Investment Management Fees
  • Trust Administration Fees
  • Referrals / Assists
  • Trailing Fees

How Performio Can Help

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Stimulate Healthy Growth and Build a Performance Culture

Automate your incentive compensation management and gain powerful insight to strategically drive individual, team, sales, and product performance. This ensures a balance between risk and reward by allowing you to reward behaviors and activities aligned with your business strategy while decreasing negative ones that may create inappropriate risks and behaviors for your customers and bank. 

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Risk Management & Compliance and Governance

Unlike a homegrown ICM solution, Performio is flexible and able to handle complexity so you can meet regulatory and compliance requirements with ease. Performio is SOC 1 and SOC 2 compliant and is committed to the security of our customers’ data. Reduce the risk related to missed or over/under payments, ensuring proper compliance over high dollar payouts and other incentives paid out.
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Optimize Costs and Enhance Efficiency

Save time with automated commission calculations and eliminate unnecessary costs related to miscalculations. With access to ICM insights, you’ll be able to understand incentive program effectiveness and its impact on budgets. With a simple self-serve interface, you’ll have the agility to be growth-oriented, customer satisfaction focused, and innovative, while preventing incentive program gamification.
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Digital Transformation - Modernize Legacy Systems and ICM Practices

Using a modern ICM platform removes operational inefficiencies that cause bottlenecks throughout the organization. It also eliminates high costs related to home-grown solutions or formula and rule heavy spreadsheets. Performio lets you integrate your tech stack for powerful insights across the business including executives, sales, finance, and sales comp admins.

Built for Banking

At Performio, we’ve implemented hundreds of incentive comp plans for banks over the
past 15 years. Now, we have taken this experience and built the first incentive commission
software designed specifically for the banking Industry.

  • Integrate data from core banking platforms, CRM and other sources
  • Supports referrals, AUM, loan volume, deposits and investments
  • Calculate hold and release, clawbacks / take-backs
  • Sales crediting for advisors and loan officers
  • Rollup crediting for managers
  • Plans based on loan production, fees, portfolio growth, AUM & many more
  • Monthly, quarterly, semesterly, & annual attainment to target out-of-the-box
  • MBOs, spot bonuses, and more
  • Fees & Trailing balances
  • Referrals
  • Payee (officers & advisors) dashboards & commission statements
  • Payee & team performance for managers plus leaderboard
  • Personalized, insightful, powerful dashboards for executive officers
  • Robust audit trail for accounting & other analysis
  • Exception reporting
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Incomplete, Messy,& Complex Data
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Regulatory Compliance& Audit Logs
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Referrals & Assists
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Calculate TrailingFees & Balances
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Clawbacks& Takebacks
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Dispute Management& Complex Approvals
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Splits, Transfers,& Complex Crediting
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TransparentCommission Reporting
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Manager & TeamReporting

Visualizations & Dashboards
Built for Banks

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Performio Helps
Banking Organizations:

Save Time
and Automate

Sales Commission
Calculation

Optimize Costs
& Enhance Efficiency

Reduce Over And
Underpayment

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Drive Healthy
Growth & Revenue

With Easy-to-self-manage Winning
Incentive Programs

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Empower Technical &
Digital Transformation

By Optimizing & Integrating
your Tech Stack

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Gain
Strategic Insights

To drive business Decisions
& Customer Engagement

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Enable Transparency
& Performing Culture

Motivate, Lead & Inspire your Teams
with Real-Time Commissions

ICM Technology that
Serves Your Entire Business

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Finance & Accounting

Don’t disappoint or miss projectionsby incorrectly calculating and estimating commissions for your next quarter. Switch to an Incentive Compensation Management solution.

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Human Resources

Quickly get smart, reliable dashboards that offer audit capabilities and governance checks before a commission achieves verified status with Performio's Incentive Compensation Management solution.

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Sales & Managers

The best way for you to increase sales performance is to know where you stand and have an accurate, transparent understanding of your commissions. How? By making sure your SPM has purpose-built Incentive Compensation Management features.

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Incentive Compensation Management for the Banking Industry

See how Performio can Drive Performance for Your Banking Organization

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