Benchmarking Studies

Since 2002, BAI performance benchmark programs have been supplying top financial institutions with consistent and objective measurement and analysis of their institution’s performance.  Each year, BAI Research enhances the products to provide even greater levels of detail about performance across multiple dimensions of customer, products, cross-sell, geography, and channel usage.  With the insight gleaned from competitive benchmarks, banks are able to isolate strategic opportunities, forecast improvements and track overall performance. 

Retirement Performance Benchmarking (pdf)
BAI Research and Mercatus explored the influential retirement market in the 2007 ground-breaking study, Competing in the Retirement-Dominated Future, and revealed startling risks and opportunities for banks – most of all the need for an annual benchmark to track strategic initiatives and competitive position. This annual attitudinal scan helps quantify performance improvement opportunities by measuring credibility of your brand, product, and execution.

BAI Research launched Deposit Performance Benchmarking (pdf) on the heels of a landmark study of consumer deposit behavior, to provide financial institutions insight and access to actual deposit changes within the consumer market. The biannual measurement of consumer products – in relation to your organization – has become highly regarded as an essential management tool for banks, and has secured BAI’s place as the market leader in benchmark research. 

Small Business Performance Benchmarking (pdf) is based upon actual customer deposit and loan product data provided by banks. The bi-annual measure of small business products and account values use standard criteria to present a degree of accuracy not found in any other source. Consistent, objective reporting and analysis of each industry-standard metric evaluates your institution’s performance relative to national results, peer groups and ‘best-in-class’. 

Deposit Pulse Performance Benchmarking (pdf) is the leading performance measurement tool that presents product-level detail and balance mix changes in the country’s consumer banking market. Assess on a weekly basis, whether you are “lagging or leading” the market, and by how much, with report data that tracks your organization’s performance against the competition.