Goals Setting & Rewards Measurement

Under the clear premise to enable branch teams to achieve their targets and get rewarded for them, Pivotis created and built a Goal Setting and Reward Management product specifically tailored for lenders with retail financial service centers. It is an integrated solution with powerful capabilities to set branch level targets, prescribe branch specific actions, and engage field teams with information and productivity tools to manage day-to-day operations.

When properly aligned, the goal setting process is a powerful force, instilling the discipline and producing the behavior to drive value for the franchise and to reward the branch teams, while best serving the customer.

Managed Database + On Demand Analytics

A standardized data model using simplified templates to support multiple products and the needs of lenders of all sizes. Send us the data feeds from your application and loan processing systems and we will normalize your data, transform it, and stand it up as a secure, cloud-hosted database. Business sanity checks provide timely alerts so that your information is ready for business analytics and operations. Our clients have found that our environment delivers significant savings with world-class support that is simply not economically feasible using internal platforms and resources.

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Small-medium sized lenders also need to answer ad-hoc inquiries, but it may not make economic sense to hire, train, and maintain full-time analytic teams. Our team can be your “as-needed” analytic power. With an on- demand or pay-as-you-go model, it is often more cost effective and productive than off-shoring and/or traditional outsourcing.

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