Counting Metrics

Kudos to David Lincoln for responding to Peter Bielan’s charge to name the five metrics needed to manage wealth management in a financial institution during a recent BISA webinar.  That is a challenging task, which is why the metrics we track in our benchmarking...

Needed: Better Tracking and Reporting

By now you are neck-deep in planning and budgeting for 2023. What metrics are you managing to as you look to the year ahead? Revenue growth? Assets? Profit margin? From our perspective, the core objective of the investment services unit inside a bank or credit union...