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Turn your client book into a career growth engine

Get clarity on your performance, visibility for your impact, and a roadmap to your next promotion. Powered by hard data, not empty promises.

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Turn Your Client Book into a Career Growth Engine

Get clarity on your performance, visibility for your impact, and a roadmap to your next promotion.

Powered by hard data, not empty promises.

hero-image.jpg

Turn Your Client Book into a Career Growth Engine

Get clarity on your performance, visibility for your impact, and a roadmap to your next promotion. Powered by hard data, not empty promises.

hero-image.jpg

What Sets You Apart? Data Will Tell.

In private banking, your value as a relationship manager (RM) isn’t what you say it is. It’s what your data shows.

Mercury Metrics gives you a clear, quantitative view of your relationships, your commercial potential, and your career trajectory.

Whether you’re aiming for promotion, defending your role, or preparing for a move, this is your edge.

Ready to take your client relationships to the next level? 

Get in touch today to learn more.

What Sets You Apart? Data Will Tell.

In private banking, your value as a relationship manager (RM) isn’t what you say it is. It’s what your data shows.

Mercury Metrics gives you a clear, quantitative view of your relationships, your commercial potential, and your career trajectory.

Ready to take your client relationships to the next level? 

Get in touch today to learn more.

The Three Dimensions That Define RM Performance

Mercury Metrics maps every client relationship across the dimensions that matter,
revealing your true impact so you can focus on what moves the needle.

Business relationship: are you maximizing financial potential?

Top RMs drive stable, recurring revenue by building multi-product relationships where advice is acted on. Not by relying on short-term deposits or single-product exposure.

Client proximity: are you inside the strategic circle?

Being close means knowing your clients’ long-term goals, succession plans and family dynamics, not just relying on sporadic conversations and scattered notes.

Strategic partnership: are you a trusted advisor or just a provider?

The best RMs don't sell, they guide their clients.  Rather than simply reacting to need, they are brought in before key decisions are made, alongside lawyers, notaries, and other stakeholders.

Ready to see how your client book scores across these three dimensions?

Take the RM Reality Check: a fast, no-nonsense diagnostic built for private banking professionals.

Get your personalized report, see where you stand against top performers, and discover concrete next steps to raise your game.

The Three Dimensions That
Define RM Performance

Mercury Metrics maps every client relationship across the dimensions that matter,
revealing your true impact so you can focus on what moves the needle.

Business relationship

Are you generating consistent, high-quality revenue? Top RMs build multi-product relationships where advice is followed—not just short-term deposits or one-off sales.

Client proximity

Are you close enough to know what really matters?
Strong proximity means understanding long-term goals, succession plans, and family dynamics, not scattered chats and loose notes.

Business partnership

Are you seen as a trusted advisor?
Great RMs are brought in early, guiding decisions alongside lawyers and notaries. Not reacting after the fact.

Ready to see how your client book

scores across these three dimensions?

What you get

Everything you need to understand your client book, plan your growth, and take action. Immediately.

A personalized action plan

A full diagnostic of your client book

A five-year business plan

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Powered by 50+ proprietary metrics that reveal strengths, risks, and commercial potential, benchmarked against peers

Built directly from your client data.

Credible, concrete, and ready to share

with leadership or recruiters.

Clear, high-impact steps

to grow client value, deepen trust,

and accelerate your next move.

Ready to see how your client book scores across these three dimensions?

Ready to rise above the competition

and own your success?

A personalized action plan

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Clear, high-impact steps to

grow client value, deepen trust,

and accelerate your next move.

A five year business plan

Report 2.png

​Built directly from your client data.

Credible, concrete, and ready to share

with leadership or recruiters.

A full diagnostic of your client book

Report 1.png

Powered by 50+ proprietary metrics that reveal strengths, risks, and commercial potential, benchmarked against peers

What you get

Everything you need to understand your client book, plan your growth, and take action.

Ready to rise above the competition and own your success?

Validate Your Vision and Attract Top-Tier Clients

Ready to break free and 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—no guesswork required.

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.

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

Who is it for?

You’re ambitious. You’re good at what you do. But you want to be sure your work is seen, valued, and aligned with your goals.

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Mercury Metrics gives you the tools to move forward with confidence, whether you are:

  • Gunning for a leadership role

  • Looking to future-proof your book

  • Or just tired of guesswork

Ready to rise above the competition and claim your success?

Ready to rise above the competition and claim your success?

Who is it for?

Mercury Metrics gives you the tools to move forward with confidence, whether you are:

  • Gunning for a leadership role

  • Looking to future-proof your book

  • Or just tired of guesswork

You’re ambitious. You’re good at what you do. But you want to be sure your work is seen, valued, and aligned with your goals.

Personas.jpg

Who is it for?

Personas.jpg

You’re ambitious. You’re good at what you do.

But you want to be sure your work is

seen, valued, and aligned with your goals.

Mercury Metrics gives you the tools to move forward with confidence, whether you are:

  • Gunning for a leadership role

  • Looking to future-proof your book

  • Just tired of guesswork

Ready to rise above the competition and own your success?

Validate Your Vision and Attract Top-Tier Clients

Ready to break free and chart your own path? Prove your firm’s viability 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.

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.

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

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

Take the Lead Now

Don’t let promotion decisions happen behind closed doors without your data on the table.
Discover how Mercury Metrics can transform your future.
Don't wait -- spots fill quickly!

Contact us

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