Nov 7, 2022 | Benchmarking, Best Practices
By now you are neck-deep in planning and budgeting for 2023. What metrics are you managing to as you look to the year ahead? Revenue growth? Assets? Profit margin? From our perspective, the core objective of the investment services unit inside a bank or credit union...
Jul 20, 2022 | Banks, Best Practices, Credit Unions, Research
Most consumer-facing companies ask about the customer satisfaction of every transaction. According to Larry Cohen, director of the Consumer Financial Decisions’ (CFD) MacroMonitor Survey, apparently, there is a constant need to make sure the company is receiving good...
Oct 12, 2021 | Best Practices, Industry Trends, Study Groups
This is the headline for today, and it will likely be the same one in 2025. According to this year’s Kehrer Bielan benchmarking surveys, branch referrals fell 27% to 29% last year. And participants in the fall meeting of the Kehrer Bielan Leadership Study Group in...
Aug 30, 2021 | Advisors, Best Practices, Research
Most of us are under pressure to grow our business. While 2021 is shaping up to be a strong growth year, riding the wave of eye-popping market highs, the last several years have seen almost no growth in investment services revenue in financial institutions. In the...
Apr 4, 2020 | Best Practices
The Kehrer Bielan team facilitated a conference call on March 25th to help the participating firms manage through this time of uncertainty. The call channeled the spirit of our community’s long history of collectively benefiting when coming together to help one...
Recent Comments