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Financial Services

Financial Services Industry

Eliminate the costs of manual commission management—without sacrificing security—with Performio for financial services. 

Performio's incentive compensation management platform offers a better way to manage performance-based incentives for sales & account managers at banks and financial institutions. 

Our intelligent commission software helps your business motivate your sales force while eliminating the expensive costs of manual commission management. Flexible and easy-to-use, Performio maintains a high level of security to meet any compliance regulations and an impeccable track record, all while allowing your sales force and executives greater access to real-time information about your organization’s sales performance.

Sales Commission Software for Financial Services

Commissions are never straightforward, especially for financial institutions. With several variables employed for each calculation, it can be difficult to calculate commission compensation for loan officers and salespeople. This is especially true for banks, financial institutions and insurance companies with larger sales forces and high sales volumes. A single mistake can cost your institution dearly in revenue and time, and can negatively impact your organization’s relationship with its sales force. Avoid these pitfalls with Performio.

Why Us?

Performio is the best commission software for banks, mitigating the difficulties of sales commission management with easy-to-use software that implements best practices in your institution. Our performance-boosting features include:

  • User-Friendly Setups: Performio is designed to be used by anyone, which is why our platform employs user-friendly features like dashboards, point-and-click setups, and mobile options. With this setup, your sales force can start using the software immediately and glean valuable information about their commissions and performance with a few clicks.
  • Accurate Systems: As a financial institution, your business relies on accuracy. So does Performio. Our commission software for financial institutions is designed to automate calculations with a high level of accuracy, using an extensive library of calculations to help with automation. The system even maintains detailed reports and records, so your business is ready for audits and compliance checks.
  • Performance Tracking: All sales-based businesses are focused on maximizing performance. With Performio, you don’t just maximize performance — you visualize it. Performio uses sales and commission data to glean valuable insights into your sales performance, identifying trends and tracking performance compared to quotas. The system even sends notifications to executives to update them on changing trends compared to previous months, informing their decisions.

Since our sales commission software was launched in 2006, Performio has calculated over $300 million in commission payments, saving more than 500,000 administration hours for banks and financial service businesses. You can be confident it’s tried and tested.

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Our demos, like our commission software, are customized for you and your business.

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