Interactive Custom Benchmarking is Here!

Stathis Partners now offers dynamic access to the industry performance metrics bank and credit union investment program executives rely on to benchmark strengths and weaknesses, set realistic targets for improvement, and manage program growth.

Industry snapshots
Get monthly, quarterly or year to date industry snapshots of major productivity metrics.
Trending Reports
View revenue penetration, financial consultant and platform trends by product category.
Industry Details
View or export blind industry details with delta and quarterly roll-up.
Custom Reporting
Create custom trending analysis, create peer groups, program entries and product revenue.
Annual Studies & More
Review annual performance results plus correlations between levers specific strategic initiatives and KPIs.


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