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TRUSTED BY LEADERS IN BANKING
Why CaptivateIQ for banks and financial institutions
CaptivateIQ was built to ease the commissions’ burden and provide transparency to reps. Discover how you can deliver a better ROI… Return On Incentives .
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Effortless Data IntegrationCaptivateIQ connects directly with the systems you’re already using. Seamless integration eliminates the need for manual data entry.- Automation that Saves Times & Improves AccuracyCaptivateIQ automates complex, manual compensation calculations and delivers accuracy that supports rigorous audit & compliance needs.
- Employee Delight & RetentionWith real-time visibility into their earnings, and a clearer understanding of how their pay is calculated, sellers will be more satisfied in their roles.
- Flexibility to Support Any PlanBanking incentive plans can be uniquely complex. CaptivateIQ's modeling engine allows customers to build unique plans for their needs, and adapt them on the fly.
7,000+
Unique plans supported
60x
Faster commissions calculations
60hrs
a month
saved by
BenefitMall
What CaptivateIQ can do for your financial institution
SmartGridTM Technology
Stay compliant and audit-ready without manual tracking
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CaptivateIQ helps reduce the risk of manual reporting errors, helping your team meet regulatory requirements with less effort.- With built-in audit trails and real-time data access, you can be confident compliance needs are being met efficiently without the manual effort
Assist: AI-Powered Intelligence
Automation cuts manual work and costly mistakes
- Manual ICM tools often lead to errors that can impact payouts and cause unnecessary delays. Automating these processes reduces the likelihood of mistakes, saving both time and resources.
- By automating routine administrative tasks, your team can shift its focus from repetitive data entry to more strategic work.
- Automation not only improves accuracy but also speeds up processes, allowing you to handle compensation at scale without increasing your back-office workload.
Scalable and Robust Integrations
Real-time visibility improves trust and satisfaction
- Provide real-time visibility into performance metrics and compensation breakdowns to help alleviate concerns and build confidence.
- Empower employees to easily track their earnings, making them less likely to challenge payouts and submit disputes for a more efficient compensation process.
- Transparency drives performance by showing employees exactly how their efforts translate into compensation, motivating them to stay engaged and aligned with business goals.
Enterprise-grade Security and Compliance
Modify compensation plans without IT support
- Update complex compensation structures on the fly with CaptivateIQ’s no-code platform, avoiding the need for outside consultants or lengthy IT projects.
- Stay flexible as your business evolves, adjusting compensation plans to match shifts in market conditions or internal growth with minimal downtime.
Hear from other financial institutions modernizing their commissions program
With CaptivateIQ we are able to accomplish all commission-related tasks we need to do on a routine basis in significantly less time than before. This frees us up to modify and adjust commission plans to keep up with the company goals.
Chelsie C.
Senior FInancial Analyst
With CaptivateIQ, we found that we didn’t have to change our plans simply to conform to the system. There was no boxing ourselves in, and there were no limitations...If you can think it, CaptivateIQ can do it.
Ashley N.
Controller
With CaptivateIQ our systems are a lot more stable. Not only does this give our team peace of mind, it also saves us countless hours of manual troubleshooting.
Shannon B.
Commission Analyst
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