2021-2022 Bank Broker Dealer Study Dashboard


SKU: KBRC-2022-BBDSD Categories: , Tags: , ,


The Dashboard is a matrix of 50 different performance metrics tracked in the survey.

  • The Dashboard is used by executive management in the bank BDs to assess the strengths and weaknesses of the business , and to identify strategies for growth.
  • We hear from many of the bank BDs who purchase the Dashboard every year that it has become one of the most important tools they use during planning season.
  • The Dashboard is such a powerful tool that it often forms the foundation of the full-service consulting we have performed for dozens of the largest bank investment programs.

Additional information

Institution Type

Financial Institution, Product & Service Providers