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Revenue and Remuneration Operations

Talk to the CoMetrix experts today
and find out how we can provide you with
a brilliant revenue management solution.

There are many factors to consider when making the decision to outsource your revenue and remuneration operations. Which services will you outsource? Which vendor should you choose? What questions should you ask? How do you manage your risk?

We hope our white paper will help you to navigate this process.

You can achieve significant cost savings by outsourcing this critical business operation. You can also reduce your exposure to key clerical staff, allowing them to focus on other value-adding business activities that benefit you and your advisers.

We have experience and expertise in timely and accurate commissions revenue and remuneration operations, using our "battle hardened" CoMetrix RnR software in a highly secure environment.

  • We execute the end to end brokerage process, freeing your staff for other activities.
  • We distribute the income to your authorised representatives and referrers, including generation of a bank payment file.
  • Advisers can access the system for self-service reporting that gives them all the information they need, as well as client invoicing and RCTI generation.
  • We fit in with your payment timetable, whether your payment frequency is daily, weekly, fortnightly or monthly.
  • We can do as little or as much as you require, with a range of services from executing every step in the process, to maintaining new adviser records and distribution agreements, liaising with all product providers, managing adviser queries via your dedicated Help Desk and 1300 number, training new and existing advisers, interacting with your finance team/providing journals suitable for your accounting systems. and much more.
  • Our Service Level Agreement ensures on-time processing with well-defined service deliverables and contingencies and a communication plan for your key stakeholders, and gives you peace of mind that we have this crucial business function fully covered.
  • Our strong security means that your data is secure and is separated from other customers' data.
  • Our service appears to your advisers as a seamless extension of your business.