High Quality Performance Benchmarking Data on
Top Wealth Management Providers
Custom research can provide a lens, but the wealth management industry lacks a study that compares competitors across the board. We listened to our clients and found an opportunity to provide a viable, credible solution that meets their competitive benchmarking needs.
WealthMark™ was developed in response to industry demands for high quality benchmarking data on the top providers of wealth management services.
WealthMark™ provides results on key metrics of interest to wealth providers looking to understand how they compare to their peers and maintains a pulse on relevant topics related to servicing High Net Worth (HNW) clients.
Benchmarks Include:
- Overall Satisfaction
- Net Promoter Score®
- Loyalty Metrics via Commitment Model
- Primary Contact Performance
- Personnel Turnover
- Problem Occurrence
- Lead Provider
Subscription Options
2021 Baseline
2022 Study
ANNUAL SUBSCRIPTION:
- 2021 Year-end Benchmark Report (delivered Q1 2022)
- Both 2021 Quarterly
Content Reports- Future of In-person Contact
- Rise of Cryptocurrency
- Discussion of Results
- Up to 8 hours of consultation and custom data analysis
FULL SUBSCRIPTION:
- 2022 Year-end Benchmark Report (delivered Q1 2023)
- Four 2022 Quarterly Content Reports (Delivered one per quarter in 2022)
Discussion of Results
- Up to 8 hours of consultation and custom data analysis
ENHANCED SUBSCRIPTION:
- Interim 1st Half 2022 Topline Report (Delivered Q3 2022)
- 2022 Year-end Benchmark Report (delivered Q1 2023)
- Four 2022 Quarterly Content Reports (Delivered one per quarter in 2022)
Discussion of Results
Up to 12 hours of consultation and custom data analysis
Subscription Options
2021 Baseline
ANNUAL SUBSCRIPTION:
- 2021 Year-end Benchmark Report (delivered Q1 2022)
- Both 2021 Quarterly
Content Reports- Future of In-person Contact
- Rise of Cryptocurrency
- Discussion of Results
- Up to 8 hours of consultation and custom data analysis
2022 Study
FULL SUBSCRIPTION:
- 2022 Year-end Benchmark Report (delivered Q1 2023)
- Four 2022 Quarterly Content Reports (Delivered one per quarter in 2022)
Discussion of Results
- Up to 8 hours of consultation and custom data analysis
ENHANCED SUBSCRIPTION:
- Interim 1st Half 2022 Topline Report (Delivered Q3 2022)
- 2022 Year-end Benchmark Report (delivered Q1 2023)
- Four 2022 Quarterly Content Reports (Delivered one per quarter in 2022)
Discussion of Results
Up to 12 hours of consultation and custom data analysis
For sample deliverables or more information on WealthMark™ and how we can work together to fulfill your competitive benchmarking needs, please fill out the following fields: