Performance Measurement

Knowledge
Is Profit

How It’s Done What’s Performance Measurement? Benefits What You Get FAQs

Growth does not equal profitability.

Are you measuring what matters?

Do you know if your branches are profitable? We do.

Still counting the number of accounts opened? Why not find out if they are profitable?

Do you know your most profitable product? We can tell you.

Is employee compensation aligned with your 3-year strategic objectives?

You should know the cost to originate a residential mortgage.

How do rising interest rates impact the profitability of core deposits? We know.

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What is Performance Measurement?

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Benefits

Know your profit trends by branch, product, line of business, and customer.

Make decisions that improve your bottom line.

Pinpoint what you need to do daily to grow your organization.

Be better positioned to achieve your strategic objectives and vision.

Know which improvements can be implemented immediately.

Identify areas in need of process improvements for better cost management.

Bridge communication between departments/ silos.

Make better decisions on hiring, letting go, spending on resources, and building your organization.

Know the truth behind your numbers.

Know which of your products and business lines are profitable and which are losing money.

Make better decisions on hiring, marketing, forecasting, reporting, strategy, and execution.

Help create a culture where branch managers own their role.

What you get.

Profitability Reporting for Products, Branches and More

We customize reporting structures based upon business units within an organization and for products offered.

Funds Transfer Pricing

We evaluate every customer record and GL account to determine their true value compared to the market, which ultimately gives a clear picture of each account and product’s contribution to ROA.

Cost Assignment to Your Profit Centers and Products

We perform in-depth cost studies to determine how to allocate expenses from all areas of your bank to your profit producers.

Personalized, Web-Based Portal

Unlimited user access to company data at any time through your dashboard on our customer portal.

Capital Assignment and Risk-Adjusted Return on Capital

We assign capital to each of your profit producers based on risk to determine a Risk-Adjusted return for each unit.

Exclusive Peer Comparability

One result of our model is that we maintain proprietary peer information that you cannot find anywhere else.

Insightful Analysis

We review results with your team and provide insights into market trends and improvements that can be implemented immediately. Over time, you can track the results of your efforts.

Support for Customer Profitability Systems

Most customer/relationship profitability systems require spread, fee income, and cost data at the customer level. We provide data feeds so your systems reflect your institution’s actual performance.

Minimal Team Involvement

We interact with a limited number of your employees and keep the burden on us.

Frequently asked questions

The time involvement from your team is minimal. We work with your finance team and interview management to build the performance measurement model. You have not investment in software or infrastructure. Your team can be used to analyze and act on the data.
The cost of our outsourced Performance Measurement services is a fraction of the cost of an in-house cost accounting department. With a modest quarterly fee, it’s like having a profitability consultant or in-house management accountant at your disposal.
While our product is exceptional—and will forever alter the way you view growth—it’s our partnership and expertise that set us apart. We’ve been partnering with banks for more than 30 years, offering valuable insights and analysis to help our clients make more informed decisions and achieve their overall strategic objectives and vision.

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