2018-2019 Bank Broker Dealer Survey (June 2019)



  • Focused on banks that own their broker dealer
  • Key trends and performance benchmarks
  • Covers calendar year 2018
  • 29 participants

Available Reports:

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

  • The Annual Bank BD Study is considered a go-to resource for information on the most important trends impacting the bank brokerage industry.
  • The findings contained in the Annual Bank BD 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.

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.


Pricing


Financial Institutions
Product & Service Providers
2018-2019 Bank BD Study
   $500
$1,000
2018-2019 Bank BD Dashboard
$1,000
$1,500
Study and Dashboard Package
$1,250
$2,000


View the List of Participants

View the List of Metrics


Questions? Contact Tim Kehrer: tim.kehrer@kehrerbielan.com

  • 2018-2019 Bank BD Study

    Reports/Studies
    The Study is a narrative report that identifies the most important trends in the data.The Annual Bank BD Study is considered a go-to resource for information on the most impor…
    Select Options $500.00
  • 2018-2019 Bank BD Dashboard

    Reports/Studies
    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 w…
    Select Options $1,000.00
  • Study and Dashboard Package

    Reports/Studies
    The Study is a narrative report that identifies the most important trends in the data.The Annual Bank BD Study is considered a go-to resource for information on the most impor…
    Select Options $1,250.00