Financial Services Industry Benchmarking:
Shifting Profitability Dynamics

Recently Released!!!
Date Published: September 19, 2014
Summary PPT Deck: 41 Slides
Reference PPT Deck: 108 Slides


The purpose of this research is to provide readers with an initial understanding of financial services industry benchmarking, including such for retail banks, insurance companies, brokerage firms, & investment management firms.

This research addresses the three historical phases of financial services industry benchmarking market, including: 
  • Early Phase
  • Middle Phase
  • Recent Phase

    This research defines four distinct markets segments including:

    • Retail Bank Profitability
    • Insurance Company Profitability
    • Brokerage Firm Profitability
    • Investment Management Firm Profitability

And this research makes the following future predictions for financial services industry benchmarking, including: 

  • Decrease in Retail Bank & Insurance Company Profitability
  • Increase in Brokerage Firm & Investment Management Firm Profitability


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