Wealth Management
Sales Analytics Platform-Enabling Actionable Insights to Streamline Sales Teams

Challenges

  • Operational inefficiencies, manual interventions, and multiple data sources hindered sales progression and incentive calculation. Lack of centralized monitoring created visibility and estimation challenges.

Solutions

Overall sales platform has been created with key foundation layers- Core Intelligence engines, incentive calculation engine and sales progression engine. Motivated sales force, enabled proactive decision-making. Minimized errors, adapted incentives to changing goals.

Outcomes

Achieved 12% target achievement for 80% of sales professionals. Real-time tracking reduced recalculation/complaint cases by 50%, saving time and improving efficiency. Enhanced motivation and streamlined operations for better performance.

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