Make Private Bankers' Performance Measurable
Manage, promote, and retain with confidence.
Get insights into relationship managers' books, performance variability, and client potential.
Make Private Bankers' Performance Measurable
Manage, promote, and retain with confidence.
Get insights into relationship managers' books, performance variability, and client potential.
Make Private Bankers' Performance Measurable
Manage, promote, and retain with confidence.
Get insights into relationship managers' books, performance variability, and client potential.
The Missing Piece to
Understanding RM Performance
Most banks rely on AUM and gut feel
to gauge RM performance.
Mercury Metrics introduces a structured,
data-backed approach to help you understand:
-
Who your top performers really are
-
Where value is being created, or left on the table
-
How to plan RM careers and succession with precision
That’s not oversight . It’s risk.
The Missing Piece for Understanding RM Performance
Most banks rely on AUM and gut feel to gauge RM performance.
That’s not oversight . It’s risk.
Mercury Metrics introduces a structured, data-backed approach to help you understand:
• Who your top performers really are
• Where value is being created, or left on the table
• How to plan RM careers and succession with precision
The Missing Piece in RM Management
Most banks rely on AUM and gut feel to gauge RM performance.
Mercury Metrics introduces a structured, data-backed approach
to help you understand:
-
Who your top performers really are
-
Where value is being created, or left on the table
-
How to plan RM careers and succession with precision
That’s not performance management. It’s risk.
The Three Dimensions That Define Strategic Value
Mercury Metrics maps RM's client relationship across the dimensions that matter,
revealing their true impact and potential.
Business relationship: revenue quality, not just volume
Multi-product usage, recurring income, and product breadth are more precise indicators of client strength than headline AUM.
Client proximity: access to strategic client levers
Embedded RMs know succession plans, governance structures, and long-term priorities—not just client preferences.
Strategic partnership: influence on clients' decision-making
True strategic partners are consulted before decisions and engage alongside family offices, lawyers, and other advisors.
What you get
Objective insights. Actionable plans.
Team-wide impact.
Portfolio-wide diagnostic
An in-depth analysis of each RM’s book, powered by 50+ proprietary metrics that highlight strengths, risks, and growth potential — benchmarked across teams
Standardized, data-backed business plans
Credible, comparable five-year plans tailored to each RM’s book. Ready to inform promotion discussions, succession planning, or team strategy
Clear, role-specific action plans
Concrete steps to unlock commercial value and reinforce high-impact behaviors
across your RM population
The Three Dimensions That Define RM Performance
Mercury Metrics maps RM's client relationship across the dimensions that matter, revealing their true impact and potential.
Business relationship
Are RMs generating consistent, quality revenue? Multi-product usage, recurring income, and product breadth are more precise indicators of client strength than headline AUM.
Client proximity
Are RMs close enough to their clients?
Embedded RMs know succession plans, governance structures, and long-term priorities—not just client preferences..
Business partnership
Are your RMs seen as trusted advisors? True strategic partners are consulted before decisions and engage alongside family offices, lawyers, and other advisors.
What you get
Objective insights. Actionable plans. Team-wide impact.
Clear, role-specific action plans
Portfolio-wide diagnostic
Standardized, data-backed business plans
An in-depth analysis of each RM’s book, powered by 50+ proprietary metrics that highlight strengths, risks, and growth potential — benchmarked across teams
Credible, comparable five-year plans tailored to each RM’s book. Ready to inform promotion discussions, succession planning, or team strategy
Concrete steps to unlock commercial value and reinforce high-impact behaviors
across your RM population
Receive the Insights Leadership Needs to Act
Get clarity on talent, succession, and growth — across your entire RM team
Identify hidden stars
Spot high-performing RMs based on the quality of their client relationships
Mitigate succession risk
Understand which RMs hold deep client trust—and where it’s shallow
Set objective promotion paths
Move from gut feeling to hard data in leadership decisions.
Uncover growth opportunities
Reveal cross-sell and wallet-share potential hidden in your RM's books.
Receive the Insights Leadership Needs to Act
Get clarity on talent, succession, and growth — across your entire RM team
Identify hidden stars
Spot high-performing RMs based on
the quality of their client relationships
Uncover growth opportunities
Reveal cross-sell and wallet-share potential
hidden in your RM's books.
Set objective promotion paths
Move from gut feeling
to hard data in leadership decisions.
Mitigate succession risk
Understand which RMs
hold deep client trust—and where it’s shallow
Receive the Insights
Leadership Needs to Act
Get clarity on talent, succession, and growth — across your entire RM team
Identify hidden stars
Spot high-performing RMs
based on the quality of their client relationships
Set objective promotion paths
Move from gut feeling to hard data
in leadership decisions.
Mitigate succession risk
Understand which RMs hold deep client trust—and where it’s shallow
Uncover growth opportunities
Reveal cross-sell and wallet-share potential
hidden in your RM's books.
Clear, role-specific action plans
Concrete steps to unlock commercial value and reinforce high-impact behaviors
across your RM population
Standardized, data-backed business plans
Credible, comparable five-year plans tailored to each RM’s book. Ready to inform promotion discussions, succession planning, or team strategy
Portfolio-wide diagnostic
An in-depth analysis of each RM’s book, powered by 50+ proprietary metrics that highlight strengths, risks, and growth potential — benchmarked across teams
What you get
Objective insights. Actionable plans.
Team-wide impact.
Where Mercury Metrics Makes the Difference
Whether you’re managing change, planning ahead, or evaluating performance, Mercury Metrics delivers clarity when it matters most.
Key use cases:
-
Promotion & Performance Reviews: make career decisions based on real relationship value, not vague impressions.
-
Pre-Merger & Compliance Audits: quickly assess the quality and risk of client books during sensitive transitions.
-
New RM Onboarding & Book Transfers: help new hires hit the ground running with a full picture of inherited clients.
-
Strategic Planning for Leaders: Equip team heads and market leads with data to scale what works, and fix what doesn’t.
Turn Data Into the Recognition, Growth, and Independence You Deserve
Prove Your Leadership and Stand Out
Delivering results that go unnoticed can be frustrating. Transform your achievements into undeniable data points, ensuring peers and management see the full extent of your impact. Get the spotlight you’ve earned.
Validate Your Vision and Attract Top-Tier Clients
Ready to chart your own path? Prove your firm’s viability with credible, data-backed insights. From winning high-value clients to planning sustainable growth, everything you need to build a thriving practice starts here.
Secure Promotions and Propel Your Future
Feeling stuck or unsure how to move forward? With detailed analytics and a personalized five-year plan, you can showcase tangible progress, open doors to bigger opportunities, and let your success speak for itself.
Receive Tailored Growth Reports
Access clear, personalized strategies that drive sustainable RM success
Unlock Predictive Insights
Reveal each client’s potential and pinpoint growth opportunities with advanced analytics
Input Your Client Data
Enter key details about your client relationships using a guided, simple flow
Three Simple Steps to Relationship Management Success
Mercury Metrics transforms information about your client relationships into actionable insights, helping you excel in a competitive environment.
Three Simple Steps to Relationship Management Success
Mercury Metrics transforms information about your client relationships into actionable insights, helping you excel in a competitive environment.
Input Your Client
Information
Enter key details about your client relationships using a guided, simple flow
Receive Tailored Growth Reports
Access clear, personalized strategies that drive sustainable RM success.
Unlock Predictive
Insights
Reveal each client’s potential and pinpoint growth opportunities with advanced analytics
Where Mercury Metrics
Makes the Difference
Whether you’re managing change, planning ahead, or evaluating performance, Mercury Metrics delivers clarity when it matters most.
Key use cases:
-
Promotion & Performance Reviews: make career decisions based on real relationship value, not vague impressions.
-
Pre-Merger & Compliance Audits: quickly assess the quality and risk of client books during sensitive transitions.
-
New RM Onboarding & Book Transfers: help new hires hit the ground running with a full picture of inherited clients.
-
Strategic Planning for Leaders: Equip team heads and market leads with data to scale what works, and fix what doesn’t.
Where Mercury Metrics Makes the Difference
Whether you’re managing change, planning ahead, or evaluating performance,
Mercury Metrics delivers clarity when it matters most.
Key use cases:
-
Promotion & Performance Reviews: make career decisions based on real relationship value, not vague impressions.
-
Pre-Merger & Compliance Audits: quickly assess the quality and risk of client books during sensitive transitions.
-
New RM Onboarding & Book Transfers: help new hires hit the ground running with a full picture of inherited clients.
-
Strategic Planning for Leaders: Equip team heads and market leads with data to scale what works, and fix what doesn’t.