Large Bank Performance Dashboards

  • Focused on banks with more than 25 advisors 
  • Key trends and performance benchmarks
  • Covers calendar year 2023

2023–2024 Large Bank Investment Services Firms Performance Dashboards (Coming in June 2024)

Available Reports:

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.


The Custom Peer Group Analysis compares the performance of your firm with other top performers.

  • We start by identifying institutions in our database that share key characteristics with your own, then narrow it down to the top performers.
  • Thanks to the depth and breadth of our data, we can identify firms that are further along in penetrating their opportunity and have grown the business in the same way you aspire to grow yours.
  • The custom analysis serves as a north star for your firm, demonstrating what is possible and providing a visual roadmap of how to get there.

Also Available 

The Study is a narrative report that identifies the most important trends in the data.

  • The Annual Large Bank Study is considered a go-to resource for information on the most important trends impacting firms with more than 25 advisors.
  • The findings contained in the Annual Large Bank Study frequently achieve you-heard-it-here-first status—these are the issues your business will be grappling with in the coming year.
  • Covers year-over-year changes in business mix, production, and profitability; revenue penetration; advisor coverage; advisor productivity; and acquisition of new assets.


Financial Institutions Product & Service Providers
2023-2024 Large Bank Study    $500 $1,000
2023-2024 Large Bank Dashboard $1,000 $1,500
Study and Dashboard Package $1,250 $2,000



Questions? Looking for a prior year’s study? Contact 

Interested in a Custom Peer Group Analysis?

Refine your strategic planning with our Custom Peer Group Analysis. Contact Tim ( to get started.

Participate in Our Surveys

We treat the firms and individuals who provide us data as true partners, keeping the data they provide confidential, and delivering analyses that are timely and actionable in exchange for their participation in our research.

If you are interested in participating in our surveys, please contact:

Investment Services Surveys

Learn more about how we report our benchmarking survey findings to best reflect the different structures of the 3,000 financial-institution-based firms providing investment advice.