Practice and Performance Management « IXI Services, a division of Equifax: Financial and economic insight for every U.S. household

Practice and Performance Management

Improve Practice and Performance Management with IXI’s…

Success Stories

Annuity Wholesaler Maximizes Sales Force Efficiency

With a foundation of measured assets and sales, IXI enables financial services firms to evaluate their people resources based on measured market demand. Using IXI performance metrics, executives can set appropriate goals and monitor performance based on opportunity within desired markets and custom territories.

IXI Practice and Performance Management Applications:

FA and Wholesaler Performance	Utilize objective metrics to rate performance Identify top performers and territories based on opportunity Gauge performance in capturing new sales
Goal Setting	Set appropriate goals based on demand
Resource Alignment	Allocate sales force based on demand Penetrate growing markets with minimal competition Identify growing and declining markets and products by geography and realign resources appropriately Evaluate distribution channels by sales activity

Client Insights

Leading firms use IXI's solutions to maximize the return on their marketing, sales and risk management efforts