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8700 SW Creekside Place, Suite A
Beaverton, Oregon 97008
TEL (503) 644-3057
FAX (503) 646-1711
EAI helps regional bank smoothly
manage changes to compensation plan
To learn more about how
EAI’s Commission Processing can
help your business, please email
Aligning organizational goals with organizational activity can be quite difficult. This is
especially true when it comes to managing rep activity. Finding the right way to incentivize
your organization’s stars while managing overall compensation is a common Broker-
A large Regional Bank with over $30 billion in assets found itself facing this very
challenge. They had made adjustments to their compensation plan in order both manage
compensation and drive more insurance and advisory business. However, a major
change to the incentive plan can take months to fully implement. There were numerous
considerations that had to be taken into account, such as how established reports would
run with the new plan, how to verify that commissions were correctly applied for every
transaction, and allowing for adjustments that might be necessary down the road.
Their goals were clear:
• Smoothly transition reps to the new incentive plan
• Provide reps with unrestricted access to their commission information
This Regional Bank turned to EAI, its partner or over 8 years, as a resource to help them
adapt their compensation plan and accompanying systems. Once the plan was defined,
EAI got to work implementing it a way that would allow for easy configuration down the
road. This included updating payroll reports to display new data, establishing payouts for
fee-based/advisory accounts, and loading new data from their clearing firms.
Implementing the incentive plan with EAI’s assistance allowed the Regional Bank to
seamlessly move toward their organizational vision. They avoided much of the confusion
and many of the obstacles associated with changing an incentive plan.
• There were no added complications closing monthly cycles
• Management had excellent clarity into the effectiveness of the plan as a result of
• The flexible user interface ensured that the bank could manage changes to the
incentive plan without additional input from EAI
Best of all, the changes were sufficiently automated that users did not have to spend
additional time figuring out how to work within the new compensation system. Leveraging
EAI to implement this change ensured that the bank could keep their reps happy while
simultaneously achieving their organizational objectives.