Key Risk Indicators (KRI) for Wealth Management Indicators

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

• Free KRI Toolkit: Download now!
• Web-based KRI online with KPI Dashboard

KRI for Financial business niche

The KRI for Wealth Management Indicators may address such indicators as:

• financial perspective
• net new money
• return on assets
• profit growth rate
• cost income ratio (cir)
• business development and growth perspective
• % increase in new customers
• attrition rate of customers
• conversion rate
• % growth of assets under management (aum)
• operations and recognition perspective
• deposits to aum ratio
• loans to aum ratio
• number of services offered
• number of service awards won by the wealth management group
• employees perspective
• employee turnover
• % increase in number of relationships per client facing employee
• % increase in net new money per client advisor
• % increase in revenues per advisor

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;