Program Guide:

Investment
Benchmarking

A joint service of BAI and IXI

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Comprehensive Data for Better Decisions

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Investment Benchmarking, A joint service of BAI and IXI delivers vital consistent, unbiased reporting and analysis for performance measurement and strategic planning.

This comparative analytics program can help provide you with answers to these important questions:

  • What is our percent of fee vs. commission business?
  • Are we efficiently and effectively penetrating our deposit base?
  • How effective are our branches in delivering investment and retirement services and advice?
  • Is my team attracting and growing investment relationships and balances vs. peers?
  • What percent of deposits have investment relationships?
  • What is the average number of investment products that our customers own?
  • What is our mix of deposits to investments?

Learn more about how Investment Benchmarking, A joint service of BAI and IXI can help your organization by downloading our program guide.