Case Study: Leading Intelligent Revenue Software Provider achieves pay transparency and continuous planning with Xactly Corporation

Xactly Executes Pay Transparency and Continuous Planning for Leading Financial Services Company

Xactly, an AI-powered revenue intelligence and sales performance platform, partnered with a leading financial services company that was struggling with a manual compensation process run by a single person. The ad hoc approach created inaccuracies, poor pay transparency, and slow access to usable insights, leaving Finance without a holistic view of compensation data.

Since implementing Xactly in 2017 the company consolidated compensation data, automated processes, and introduced weekly pay breakdowns, enabling faster analysis and clearer visibility for Sales and the C-suite. The result: higher productivity, streamlined onboarding and ramp time, continuous planning across teams, and scalable management of roughly 500 financial consultants and 40 branch managers.