Launched in 2012, the Performance Assessment provides detailed comparative data and analysis about profitability, growth, sales, team productivity, and spending. We focus on what matters most: the essential data you need for evaluating your firm’s performance, for making decisions, and for communicating with stakeholders. The assessment gives you access to aggregate KPIs and trend data for 100+ bank wealth managers and trust companies nationwide, from small firms to large, national brands.
Our goal is to help you make decisions about your business —its risks and opportunities—by bringing a fresh, evidence-based perspective to your decision-making.