Case Study: Raymond James achieves faster, more accurate commission processing and improved sales visibility with Iconixx

Raymond James Selects Iconixx for Accurate and Transparent Sales Compensation Management

Raymond James & Associates, a medium-sized financial services firm, faced inefficient, error-prone commission processes driven by manual Excel calculations, lengthy payment processing and limited reporting that reduced transparency for sales reps and increased operational risk.

They implemented Iconixx’s sales compensation management solution to automate calculations, statements and reporting. Iconixx’s flexibility, modeling and dashboards delivered faster, scalable processing, improved commission accuracy and visibility, freed staff time for higher-value projects, reduced disputes and streamlined payouts.

Raymond James

Candace Kirk

Business Operations