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.
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.
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.
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.
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.
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.
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
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.
A personalized action plan
Clear, high-impact steps to
grow client value, deepen trust,
and accelerate your next move.
A five year business plan
Built directly from your client data.
Credible, concrete, and ready to share
with leadership or recruiters.
A full diagnostic of your client book
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.
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.
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
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.
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.
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
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
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