Financial service Balanced Scorecard Metrics Pack
The pack includes 4 Financial service metrics:
- Asset Management Firm. Statistics have gained an important place in every aspect of an organizational operation. With relevant and specific formation of objectives and goals in the form of quantitative metrics, the purpose of tracking progress is resolved. In case of Assent Management firm these parameters can be defined by using KPIs under aspects like Financial, Internal Operations, Risk and Performance.
- Brokerage Firm. Brokerage firms operate in a highly regulated and framed environment. This requires them to comply with the myriad guidelines issued by the governing authority. Moreover, with the additions to the functions carried out by such organizations, it becomes necessary to stuff an apt solution, which would make it possible to follow the performance of the firm. The perspectives which can be of aid to such a player are- Financial, Customer relationship and satisfaction, Legal compliance and Information management and Internal Operations.
- Wealth Management. In order to ensure an effective performance assessment and management in Wealth Management Companies, a Balanced Scorecard can play a promising role. Among the directions that can be taken care of in case of Wealth Management company are- Financial; Operations and Recognition; Business development and growth; and Employee.
- Financial Advisory. Financial consulting companies cater to the needs of both individuals and companies that require investment advice. Financial advisors have a lot to offer to their clients in the form of financial products like stock, mutual funds, insurance products, etc. KPIs approach used in a financial advisory business helps in aiding the company to overview its operations in terms of Financial Perspective, Customer Perspective, Internal Processes and Efficiency Perspective, and Growth and Development Perspective.
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