Sales Performance Management in Financial Services

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April 16, 2020 | 2:00 PM - 3:00 PM Eastern US Time | Open session | Webcast
Financial services and banking sectors rely on incentive compensation to drive performance and achieve growth goals. Unlike some other industries, however, financial services firms face complicated and changing regulatory requirements. Couple these regulatory requirements with rapid organic growth and substantial M&A activity, and it’s easy to see why sales performance management (SPM) and incentive compensation remain central challenges for growth leaders.

This webcast focuses on how high performing firms address these challenges, and presents an instructive banking case study which illustrates:

  1. The process used to identify risks and gaps within SPM (e.g., conduct risk and regulatory compliance).
  2. Approaches to deploying comprehensive SPM solutions, and the related issues concerning process, technology and resources.
  3. Examples of how SPM technology was applied to facilitate desired program goals.

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