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Wednesday, May 4 • 10:40am - 11:30am
Workshop: How Sales Performance Management Can Assist Organizations in Becoming More Competitive, Efficient and Secure

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Financial Institutions and Fintechs have a unique set of challenges when it comes to administering Sales Performance Management (incentives/commissions) programs.

Join us for an interactive workshop to discuss common challenges related to administering sales incentive programs along with a review of the solutions leveraged to overcome them. During this interactive discussion, we will compare recent research results on this topic against participant feedback to benchmark where teams are facing their biggest issues. Along with a confirmation of issues and challenges related to sales incentive administration, we will share feedback from the research related to solutions available in the market to facilitate an open discussion of how teams are managing these issues today.

We hope participants will leverage this time to share some of their own challenges (related to sales incentive management) so they may hear what other teams have done to resolve them.
Focus areas:
  • Defining Sales Performance Management (SPM)
  • Discussion on common/prevalent challenges (e.g. performance reporting, credit & revenue tracking, payee/manager engagement, and more)
  • Market review of current SPM solutions leveraged in Financial Services
  • Open forum to facilitate the sharing of ideas/solutions
 Key takeaways:
  • SMP/ICM Solution Report
  • Vendor Guide
  • Whitepaper for Financial Institutions and Fintechs

Speakers
avatar for Mike Noto

Mike Noto

Director of Strategy Services, OpenSymmetry
Mike Noto is the Director for the Strategy Services division of OpenSymmetry. He is a highly motivated and seasoned professional with over 28 years in the insurance and financial services industries and significant management consulting experience across many other verticals. His... Read More →
avatar for Robert Blohm

Robert Blohm

Partner, OpenSymmetry
Robert Blohm is a Senior Partner at OpenSymmetry. With 20 years of experience in sales effectiveness, performance management, and technology, he has managed consulting projects for SMBs to Fortune 100 companies. Robert is a recognized as a Thought Leader in Sales Performance Management... Read More →

Sponsors
avatar for OpenSymmetry

OpenSymmetry

Knowledge + Networking Sponsor
OpenSymmetry enables clients to achieve greater operational efficiency and get better sales results.  OpenSymmetry is a global consulting company specializing in the planning, implementation, and optimization of industry leading technology suppliers of sales performance management... Read More →


Wednesday May 4, 2022 10:40am - 11:30am EDT
Salon 4