Benchmark your performance with our peer analysis subscription

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Markets are changing dramatically — and so must your financial institution. What worked in the past may no longer be effective enough to keep you profitable and competitive. That’s what makes strategy such an important factor in every bank’s success.

And that’s also why Wipfli provides in-depth quarterly strategic peer analysis through our Financial & Operational strategic advisory subscription. For just $1,999 a year, you get:

Our F&O peer analysis:

  • Our analysis is composed of financial institutions with similar market size, strategic focus and services instead of banks simply in the same market as yours — which makes your data more strategically valuable.
  • The analysis data is targeted to your bank and designed to help you make informed decisions to improve your effectiveness.
  • The reporting includes data visualization, greatly improving the ease of reading, digesting and acting on the data over traditional reports.
  • Develop a leadership cadence. You receive your analysis more often — on a quarterly basis with one-on-one review from our banking specialists.

Quarterly strategy sessions to review the analysis of your bank, where we:

  • Walk through each quarter’s report with a bank-focused strategic advisor.
  • Discuss where the market is trending and what your peers are doing around strategy, services and financial outcomes.
  • Work with your leadership to understand where your bank has seen success and what opportunities or challenges exist compared to what your peers are doing.
  • Help set goals and accountabilities.
  • Enable your bank to better see how the changes you’ve made to your services, products or strategy has impacted you financially and how your results compare to your peers.

It’s not enough just to know how you measure up to the competition. You have to take action, or you risk falling behind. Let Wipfli help you define your strategy and secure a successful future.

If you have any questions, please contact Robert Zondag at or Danielle Heidemann at

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How to use competitor benchmarking to gain market share
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How to use competitor benchmarking to gain market share
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