Comarch Commission & Incentive at Fortis Bank Poland

The implementation of the Comarch Commission & Incentive system at Fortis Bank Poland was accomplished successfully. The system, known internally as ‘Fortis Broker’, supports structure management as well as commission settlements with the bank’s external sales network.

The solution consists of a central application supporting the bank’s team and a portal for external financial advisers with the help of which they can monitor sales and target realization as well as verify the bank’s commission settlements. The key module of the system is a configurator equipped with a multidimensional model for commission calculations. Data for calculation purposes is automatically imported from the bank’s central transaction system. Commission invoices issued by the system are automatically attributed to the respective cost accounts and transferred to the general ledger.

‘We chose Comarch Commission & Incentive because of its high configuration capacity. The commission and incentive program for Fortis Bank’s external sales network includes many advanced algorithms promoting cooperation between individual and business customer’s advisors, intermediaries and developers. Another key element of the solution is a current sales presentation for advisors and managers. Importantly, the Comarch solution supports not only current handling of the program, but it also allows for individual modifications in the future’, states Katarzyna Słowiak, responsible for the system implementation at Fortis Bank. ‘In terms of the bank’s dynamic development it is important to have a flexible model of the sales network that enables managing the multi-level structure of our distribution channels.’

Fortis Bank Poland SA supports businesses and individual customers. The bank’s shares are quoted on the Warsaw Stock Exchange. The bank has 45 branches in major Polish cities and employs over 1700 specialists. A strategic shareholder of Fortis Bank Poland is Fortis Bank Belgium, which possesses 99.2 % of its shares.

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• Comarch Commission & Incentive at Fortis Bank Poland - case study