Benchmarking & Tracking

Identify strategic opportunities. Forecast improvements. Track performance compared to the industry and peers. The hallmark BAI Deposit Performance Benchmarking and BAI Small Business Performance Benchmarking programs measure vital metrics for more than 100 million U.S. consumer and small business households and $2.1 trillion in combined balances. This in-depth reporting is provided twice yearly to assist with deeper analysis and long-range planning efforts.

For immediate bank reporting, our BAI Deposit Pulse and BAI Small Business Pulse programs provide weekly updates to monitor fluctuations in the national deposit market. State-level analysis, where available, for both Benchmarking and Pulse allows participants to compare their performance to peers sharing the same footprint.

For an overview of BAI Benchmarking programs, click here.

For additional information about the programs listed and other BAI Benchmarking programs, please contact Tom Drogos at tdrogos@bai.org or Mike Gamauf at mgamauf@bai.org.


 

 

 

BAI Deposit Performance Benchmarking
11/2011
BAI Research launched BAI Deposit Performance Benchmarking 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.
BAI Deposit Pulse
12/2010
BAI Deposit Pulse 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.
BAI Small Business Performance Benchmarking
12/2010
BAI Small Business Performance Benchmarking 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’.
BAI Small Business Pulse
12/2010
BAI Small Business Pulse is a powerful, near real-time analysis tool for forecasting, planning and budgeting. Our program measures balances for deposit accounts based upon actual small business deposit data provided by participating banks. With weekly reporting, banks can more quickly gauge the effectiveness of strategic and marketing initiatives while assessing the influence of external factors on market changes.

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