Business Performance Review

Our review and assessment will help you understand how your investment services business is performing relative to its opportunity, and compared to your peers. We have also evaluated staffing and management structure and coverage, the use of associate advisors, sales assistants and other delivery channels, such as call centers and digital platforms. Helping firms determine the optimal size of an advisor’s book and suggesting strategies for segmenting clients is another area of expertise.


Our assessment can include interviewing stakeholders in the bank—the heads of retail banking, Trust, and marketing, and selected Advisors. We then work with you to initiate steps to increase your firm’s performance level. Kehrer Bielan has developed a scorecard identifying the strengths and opportunities a firm has with a corresponding action plan to leverage the strengths and capitalize on the opportunities. Our recommendations are often presented to the bank or credit union president and investment leadership, resulting in greater organizational understanding, partnering, and support for the investment services area.


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Business Performance Review Consulting Clients

  • Achieva Credit Union
  • BancWest
  • Bank Financial
  • Columbia Bank (NJ)
  • First Bank (NC)
  • First Citizens
  • FirstMerit
  • Fulton Financial
  • Heartland
  • Huntington
  • Key Bank
  • Lake City Bank
  • Prosperity Bank
  • Schools First Credit Union
  • Southern Bank
  • Suncoast Credit Union
  • Tech Credit Union
  • Triad Advisors
  • Union Bank
  • University of Wisconsin Credit Union
  • US Bank