Financial Advisory Estimation Balanced Scorecard metrics template for Excel
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Key Risk Indicators (KRI) for Financial Advisory Dashboard

FREE Key Risk Indicators (KRI) Toolkit

Group that links together Balanced Scorecard consultants, web-based and desktop balanced scorecard software solution providers, end-users of Balanced Scorecard, e.g. business owners, CEOs, top managers and other. Good idea to ask for template there!

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KRI (Key Risk Indicators) allows BI professionals from the Financial area measure and control business risks.

KRI for Financial business niche

The KRI for Financial Advisory Dashboard may address such indicators as:
 

  • financial perspective
  • improvement in risk-adjusted returns
  • % rise in income per advisor
  • % increase in new business
  • % increase in reoccurring business
  • customer perspective
  • accuracy level of forecasts
  • % drop in client attrition rate
  • customer satisfaction index
  • transparency level
  • internal processes and efficiency perspective
  • compliance level
  • number of areas served
  • improvement in advisory standards
  • business ethics score
  • growth and development perspective
  • number of service training programs
  • % increase in productivity per advisor
  • turnover rate of financial advisors
  • number of brain-storming sessions conducted

Why BI and risk specialists from the Financial should KRI toolkit and indicators?

Key Risk indicators allows to estimate and control business risks..

Try the KRI Toolkit from Financial Evaluation you will learn how to:

  • build and use KRI;
  • KRI: do-s and don’ts
  • you'll have ready to use KRI template;
  • you'll learn about practical application of KRI;
  • toolkit includes KRI vs. KPI and Balanced Scorecard;
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