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Brokerage
Advisor Incentive & Commission Tracking
Complexity
High
Timeline
8-12 weeks
Outcomes
4+
Challenge
Manual commission calculations across complex tier structures and splits causing delays and disputes with advisors.
Solution
Automated commission calculation using custom objects and Flow automation, with integration to Salesforce Spiff for complex incentive management.
Key Outcomes
- 80% reduction in calculation time
- 95% decrease in manual work
- Real-time commission visibility for advisors
- Eliminated calculation disputes
Tags
commissionsbrokerageautomationincentivesadvisor-tools
Implementation Timeline
8-12 weeks
High Complexity