Orion
Wealth management survey
If you participate in our private banking study you will receive a summary report with current challenges and trends regarding sales & revenue processes in the financial industry. The study also includes a structural assessment of revenues across client segments.
Our questionnaire is focused and includes selective revenue KPI per wealth band. Overall, data preparation and completing of the questionnaire do not require more than three hours. We are happy to assist if you experience any issues in compiling information or data needed.
Typical questions covered:
- What is your current focus to generate more revenues?
- What are the most profitable segments in your book of business?
- Do you achieve enough RoA from recurring fees?