Waddell & Reed knows about finance. If it is the Investment Management and Financial Services division, the Financial Advisor Channel, or Wholesale and Institutional Channels, when you hear W&R, you know it’s a name to trust.
Building that trust internally for their sales team came with some challenges. They sought a partner for incentive compensation and sales performance to provide transparency, to implement with a hot deadline, and who would be able to grow with the business.
Listen to this conversation and learn how Gretchen Cox, Director - Incentive Compensation Operations, built a partnership of trust with Varicent after struggling with other failed vendor relationships, manual processes, and leaving spreadsheets and legacy systems behind.