Case Study: Capricorn Financial Consultancy boosts sales conversion and commission transparency with Everstage

Capricorn Financial Consultancy increases sales conversion and builds stronger client retention with Everstage

Capricorn Financial Consultancy, a UK-based financial services firm, struggled with an outdated commission process that created opaque calculations, slow turnaround times, and frequent adviser queries. Working with Everstage, the company set out to modernize its sales commission management and bring more transparency to a complex, franchise-based adviser model.

Everstage helped Capricorn Financial Consultancy simplify complex commission plans, provide real-time dashboards and reporting, and improve collaboration during implementation. The results were significant: commission processing cycle time was reduced by over 80%, turnaround time for adjustments dropped from around two weeks to two days, and sales conversion improved by 20%, while adviser confidence and operational efficiency increased.

Capricorn Financial Consultancy

Kyle Van Der Net

Chief Financial Officer