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Make Private Bankers' Performance Measurable

 Manage, promote, and retain with confidence.

Get insights into relationship managers' books, performance variability, and client potential.

pexels-edmond-dantes-4342496.jpg

Make Private Bankers' Performance Measurable

Manage, promote, and retain with confidence. 

Get insights into relationship managers' books, performance variability, and client potential. 

pexels-edmond-dantes-4342496.jpg

Make Private Bankers' Performance Measurable

Manage, promote, and retain with confidence.

Get insights into relationship managers' books, performance variability, and client potential.

pexels-edmond-dantes-4342496_edited.jpg

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.

See what your data isn't telling you.

Unlock the insights you need to lead with clarity and confidence.

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

See what your data isn't telling you.

Unlock the insights you need to lead with clarity and confidence.

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.

See what your data isn't telling you.

Unlock the insights you need to lead with clarity and confidence.

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.

See how your team performs across the dimensions that drive strategic value.

What you get

Objective insights. Actionable plans.

Team-wide impact.

Portfolio-wide diagnostic

Report 1.png

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

Report 2.png

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

Report 3.png

Concrete steps to unlock commercial value and reinforce high-impact behaviors

across your RM population

Unlock data-driven clarity across your RM team. Activate your teams' full potential.

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.

See how your team performs across the dimensions that drive strategic value.

What you get

Objective insights. Actionable plans. Team-wide impact.

Clear, role-specific action plans

Portfolio-wide diagnostic

Standardized, data-backed business plans

Report 1.png
Report 2.png
Report 3.png

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

Unlock data-driven clarity across your RM team. Activate your teams' full potential.

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.

Know where your RMs stand. And what to do next.

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.

Know where your RMs stand. And what to do next.

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.

Know where your RMs stand.

And what to do next.

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.

Unlock data-driven clarity across your RM team. Activate your teams' full potential.

Clear, role-specific action plans

Report 3.png

Concrete steps to unlock commercial value and reinforce high-impact behaviors

across your RM population

Standardized, data-backed business plans

Report 2.png

Credible, comparable five-year plans tailored to each RM’s book. Ready to inform promotion discussions, succession planning, or team strategy

Portfolio-wide diagnostic

Report 1.png

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.

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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.

Need a better view of your team’s true relationship strength?

Turn Data Into the Recognition, Growth, and Independence You Deserve

Ready to rise above the competition and own your success?

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

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Access clear, personalized strategies that drive sustainable RM success

Unlock Predictive Insights

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Reveal each client’s potential and pinpoint growth opportunities with advanced analytics

Input Your Client Data

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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

laptop_with_smartphone - transparent.png

Enter key details about your client relationships using a guided, simple flow

Receive Tailored Growth Reports

Report 1.png

Access clear, personalized strategies that drive sustainable RM success.

Unlock Predictive
Insights

DataAnalysis.png

Reveal each client’s potential and pinpoint growth opportunities with advanced analytics

Let’s Make Private Banking Smarter

Mercury Metrics is built for leaders who want facts over politics, and outcomes over assumptions.
Discover how Mercury Metrics can help you make better decisions, faster.

Where Mercury Metrics
Makes the Difference

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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.

Need a better view of your

team’s true relationship strength?

Where Mercury Metrics Makes the Difference

Whether you’re managing change, planning ahead, or evaluating performance,

Mercury Metrics delivers clarity when it matters most.

ChatGPT Image May 5, 2025, 02_49_02 PM.png

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.

Need a better view of your team’s true relationship strength?

Contact us

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