Financial Services & Banking
Featured Customers:

Industry-leading commercial banks, credit card issuers, and investment management firms have implemented Merced Systems’ Sales Performance Management and Service Performance Management solutions to improve sales, build customer loyalty, and increase wallet share. These operations put a premium on customer experience in managing both sales and service interactions. They also have rigorous standards for accuracy, security and enterprise scalability. By implementing Sales Performance Management and Service Performance Management in their operations, Financial Services organizations have:
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Reduce variation in service/sales performance in credit card operation
- Integrate data from ACD, WFM, sales, c-sat, FCR & more (7 key metrics + sub-metrics)
- No static goals! Support complex dynamic ranking scheme based on 15 employee segments.
- Merced Performance Suite w/Coaching Plus
- Scorecards for Agent > Exec
- Coaching forms & workflow
- QA forms & workflow
- Best Practices Library (June ’09)
- Merced Incentive Compensation Management
- Daily incentive calculations for associate, team manager
- Monthly incentive payments
- Workflows (dispute management, payment release, etc.)
- Hosted & Managed by Merced
- Release 1 (MPS) deployed to 750 users in 73 days
- Release 2 (MPS) deployed to 3000+ in another 73 days
- Phase 3 (MICM) deployed in 90 days
- 90%+ sustained adoption rates
- Results confidential…but exec sponsor called project “a home run”





