2019-2020 Bank Broker Dealer Survey

2019-2020 Bank Broker Dealer Survey (May 2020)
- Focused on banks that own their broker dealer
- Key trends and performance benchmarks
- Covers calendar year 2019
- 27 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 | |
2019-2020 Bank BD Study | Â Â $500 | $1,000 |
2019-2020 Bank BD Dashboard (coming summer 2020) | $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:Â tim.kehrer@kehrerbielan.com