Affluent Banking Benchmarking Study

An objective comparison of performance against peers.

Finalta's annual Benchmarking Studies have become the industry standard for objectively assessing performance against local and European peers.

The Study provides a tool to identify performance gaps for your bank. Finalta gathers critical KPIs through a structured research process and our precise definitions and rigorous verification process enable accurate, like-for-like regional and country level performance comparisons.

Our Affluent Banking Benchmarking Study's analytical framework addresses the key drivers of performance:

• Organisational structure and segmentation;

• Multichannel affluent proposition;

• Service model and portfolio management;

• Affluent relationship manager sales productivity;

• Marketing and customer acquisition;

• Customer satisfaction and share of wallet; and

• Performance management and RM development.

Results are highly practical, used by clients to support target setting and benefit tracking. 

To find out more about Finalta's Affluent Banking Benchmarking Study, click here to contact us directly.