KPI examples contains a free online database of Key Performance Indicator (KPI) examples. Registered users can explore, bookmark and comment on thousands of documented Key Performance Indicators (KPIs), measures and metrics grouped by business functional area and industry.

Financial Institutions

Financial institutions envisage all the activities that take place in an institution that provides financial services, such as deposit-taking institutions, insurance companies and pension funds, brokers, underwriters and investment funds.

Sub-categories

 
Banking, Mortgages and Credit (37) Investments (21)
Insurance (20)
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Key Performance Indicator examples


Select your Key Performance Indicators (KPIs) from the Performance Measures listed below:


% Shares debited to Depository Trust and Clearing Corporation (DTCC)

Measures the counts of shares transferred from the Depository Trust and Clearing Corporation (DTCC) as a percentage of the total shares.

Rating: (0/5)
0 Comments      12 views
Functional area: Finance 

% Transactions with incorrect settlement requirements

Measures the inaccuracies with settling transactions as a percentage out of the total transactions.

Rating: (0/5)
0 Comments      12 views
Functional area: Accounting 

% Returned items as a percentage of total transactions

Measures the amount of inaccurate information provided by other banks.

Rating: (0/5)
0 Comments      10 views
Functional area: Accounting 

% On-time trade settlement rate

Measures the count of trades to be settled on a particular day (day T+3).

Rating: (0/5)
0 Comments      7 views
Functional area: Accounting 

% Bid and ask prices against published street offerings

Measures the company's bid and ask against other corresponding published street offerings.

Rating: (0/5)
0 Comments      7 views
Functional area: N/A 

% Shares credited to the Depository Trust and Clearing Corporation (DTCC)

Measures the counts of shares transferred to the Depository Trust and Clearing Corporation (DTCC).

Rating: (0/5)
0 Comments      5 views
Functional area: N/A 

# Unsettled trades

Measures the count of trades that are yet to be settled as part of the transfer process.

Rating: (0/5)
0 Comments      9 views
Functional area: N/A 

% Wire transactions under investigation

Measures the percentage of wire transactions that are under investigation due to a reconciliation break or an inquiry from the client or another bank out of the total wire transactions.

Rating: (0/5)
0 Comments      8 views
Functional area: N/A 

# Account funded to committed account value

Measures the ratio of the value of the funded account to the amount committed by the customer.

Rating: (0/5)
0 Comments      2 views
Functional area: N/A 

% Broker-executed trades

Measures the percentage of trade transactions done through a broker out of the total trade transactions completed.

Rating: (0/5)
0 Comments      65 views
Functional area: Sales and Customer Service 

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