Description
The Dashboard is a matrix of 50 different performance metrics tracked in the survey.
- The Dashboard is used by executive management in bank investment services firms with more than 25 advisors to assess the strengths and weaknesses of the business , and to identify strategies for growth.
- We hear from many large banks 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.
