TRUSTCOMPARE has been the Wealth Management industry's leading performance measurement system for over 25 years. It is the only comprehensive, comparative ratio system for measuring and analyzing performance, profitability and productivity. TRUSTCOMPARE analyzes performance from several perspectives. It considers the financial results of an organization as a whole, including its contribution to the bank or holding company. Results are measured and compared by assets, income, expense and profits. Growth in income, fees, expenses and profit are measured and compared at both the departmental and product level.
Are you asking or being asked any or many of the following questions:
“How did I do last year compared to others?”
“What do I need to change to improve my organization’s performance?”
“Are my staffing costs in line with the industry?”
“Am I converting assets to revenue at a rate consistent with the industry?
“Is the overhead I’m being allocated reasonable based on my peers?”
TRUSTCOMPARE will be used to re-define financial success for many departments and companies. The data provided by TRUSTCOMPARE will be of tremendous value as you develop your business and strategic plans which will set the stage for defining success.
Consulting and Training, Inc. also operates under the Robert H.
Franke & Associates business name providing organizational
development support to financial institutions nationwide. We are an
industry leader in providing sales, service and sales management
training, executive search and management consulting services.