How RIA cut commission errors by 96% and freed leadership to focus on growth.
See how Risk & Insurance Associates modernized commission operations, reduced discrepancies, and created a more scalable workflow with Fintary.
RIA’s commission workflow was taking up 75–90% of operational leadership’s time. With hundreds of brokers, multiple carriers, and complex product types, manual commission processes created delays, errors, and unnecessary strain on the team.
Leadership was spending too much time reviewing, correcting, and validating commission runs.
RIA needed to manage commissions across many brokers, carriers, overrides, and product lines.
Errors and discrepancies made it harder to trust commission data and move quickly.
With Fintary, RIA replaced time-consuming manual processes with a more automated, accurate, and scalable commission management system.
Commission accuracy, speed, and processes are improving tremendously. Our time is freed up to work on other parts of our business, and we now trust that the information is accurate.
