KPI Library
Industry-specific Key Performance Indicators (KPIs) to apply in your metrics
12 results
Advice Conversion Rate
Percentage of financial advice consultations that result in a product sale or mandate
Assets Under Management (AUM) Growth
Growth in total value of assets managed on behalf of clients
Front Office Attrition Rate
Voluntary turnover rate specifically among revenue-generating front office staff (traders, advisors, relationship managers)
KYC Refresh Completion Rate
Percentage of customer files requiring periodic Know Your Customer review completed on time
Net New Money (NNM)
Net inflow of new client funds after accounting for withdrawals in a period
Non-Performing Loan (NPL) Ratio
Proportion of loans that are in or near default
Operational Loss Events
Number and value of operational risk incidents in a period
Regulatory Breach Count
Number of confirmed breaches of regulatory requirements in a period
Regulatory Compliance Rate for Marketing Materials
Percentage of marketing assets that pass compliance review without revision
Regulatory Licence & Certification Compliance Rate
Percentage of employees in regulated roles holding valid, current professional licences or certifications required by the regulator (e.g. FCA, SEC)
Trade Settlement Fail Rate
Percentage of trades that fail to settle on the contractual settlement date
Value at Risk (VaR) Utilisation
Trading book VaR as a percentage of the approved VaR limit
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