The Financial Institutions KPI Dictionary

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The Financial Institutions KPI Dictionary

By assembling the first comprehensive dictionary of Key Performance Indicators (KPIs) for Financial Institutions, The KPI Institute provides professionals a useful resource for novices and experts alike. 

It can be used in the early stages of implementing a performance management framework, in the process of selecting and documenting KPIs, but also to improve an existing performance measurement system.

Structure of The Financial Institutions KPI Dictionary

The KPI taxonomy presented in the dictionary covers all major functions of Financial Institutions, such as: 

  • Banking and Credit
  • Insurance
  • Investments
  • Mortgages

Benefits  

  • Improve efficiency and quality of operations
  • Improve quality at every level of the organization
  • Focus on the performance of insurance and reinsurance related aspects
  • Implement a results-oriented approach to investment portfolio management

 

This dictionary provides valuable information on over 190 KPIs not only by defining them, but also by presenting the calculation formula for each and every one of them. It is an innovative tool, essential for assessing and optimizing your performance in the 4 main categories of a financial institution:

Banking and Credit

Insurance

Investments

Mortgages

Publication date

10/8/2015

File format

PDF

Download size

6 MB

Pages

33

"I have referred to a report from smartKPIs.com for one of my assignments earlier and have found it very helpful."

Birju Sheth, India

"The materials are designed in a simple yet rich way."

Senior Performance Specialist, National Water Company, Saudi Arabia

"Great value taken from the content that could be easily applied to our organisation."

Head of Human Resources Business solutions, Qatar Petroleum, Qatar

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