Insights that Drive Marketing

Leading firms use IXI’s solutions to maximize the return on their marketing and sales efforts

Practice and Performance Management

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
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