2018-2019 Regional & Community Bank Survey

2018-2019 Regional & Community Bank Survey (July 2019)

  • Focused on banks that partner with third-party broker dealers (TPMs)
  • Key trends and performance benchmarks
  • Covers calendar year 2018
  • 193 participants

Available Reports:

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

  • The Annual Regional & Community Bank Study is considered a go-to resource for information on the most important trends impacting the delivery of investment services and advice through banks.
  • The findings contained in the Annual Regional & Community 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.


The Dashboard is a matrix of 50 different performance metrics tracked in the survey.

  • The Dashboard is used by program managers and executive management in the bank to assess the strengths and weaknesses of the business, and to identify strategies for growth.
  • We hear from many banks that 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 bank investment programs.


Financial Institutions
Product & Service Providers
2018-2019 Regional & Community Bank Study $250 $500
2018-2019 Regional & Community Bank Dashboard $500 $1,000
Study and Dashboard Package $625 $1,250


View the List of Participants

View the List of Metrics


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

2018-2019 R&C Bank Study



2018-2019 R&C Bank Study Dashboard



2018-2019 R&C Bank Study and Dashboard Package