Optimize Business Operations

Financial services firms across the globe look to McLagan data and insights to build market-focused organizations, improve returns on human capital investments and monetize client impact. We provide an objective perspective to improve organization profitability, increase customer satisfaction and drive employee engagement.

Explore our performance solutions by industry below:


Asset Management

McLagan conducts an annual asset management business benchmarking study in partnership with Institutional Investor’s U.S. and European Institutes and Casey Quirk. This study benchmarks revenue, expenses and headcount by location at a granular level and provides insights into business results enabling effective resource allocation. Topics include staffing levels and global expansion, value and profit sharing, and business performance.

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Consumer Banking

Consumer banks are experiencing significant cost-cutting initiatives, declining retail branch foot traffic, changing customer behaviors and continued expansion of digital banking channels. These dynamics have forced banks to reevaluate and adapt their branch banking human capital strategies. We can help you respond and adapt by delivering actionable information related to branch headcount, expense and productivity.

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U.S. Regional Banking

We partner with senior leaders at U.S.-based regional banks to benchmark financial performance at a detailed level against peers and identify opportunities to improve operating efficiency. Our enterprise financial banking capabilities provide a view of your entire organizaiton on a normalized basis versus peers and empower informed decision-making by focusing attention, resources and action where they are most needed.

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Markets and Investment Banking

We provide today's leaders with insights to meet the demands of the digital age, while staying the course on growth trajectories and improving profitability.

  • Benchmark Financials: Gauge offers a granular, business-level performance comparison to peers across key performance indicators using revenue, expense and headcount data, so that you can assess the likely impact of a range of issues, such as market position, business mix, productivity, performance and reward.
  • Assess Wallet Share: Revenue GPS Wallet Share Analytics is a global quarterly survey focused on institutional equity performance. We partner with more than 90 sell-side brokers to deliver valuable market and positional analysis to support the account management process and firm’s institutional equities platform for an optimized business model.

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Using unrivaled headcount, compensation and performance data across financial services, technology and general industries, we help clients understand the most effective way to manage their expense base and operating structure for one or multiple support functions by assessing how comparable organizations are structured. With this, firms are empowered to define and optimize their expense base for each of their business units or control functions. Our approach is tailored depending on your unique needs.

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In a do-more-with-less environment, our clients find that a competitive advantage is essential—albeit more difficult to achieve and sustain. With Ward operational and expense benchmarking, uncover opportunities to improve the efficiency of your operations and increase profitability.

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Investment Services

Firms must rely on performance analytics to build market-focused organizations, improve returns on human capital and monetize client impact. Our performance benchmarking and analysis brings powerful capabilities to shed light on how talent, organizational design and culture connect to financial, operational and customer performance.

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Wealth Management

With data-driven business intelligence, we help wealth managers around the world improve the performance of their teams and wider business to meet critical goals.

  • Financial Benchmarking: Working with the leading private banks and brokerage firms, we enable clients to track their performance relative to peers with benchmarks that are truly consistent in accounting approach and business segment.
  • Retail Brokerage Financial Advisor and Branch Benchmarking: Our capabilities help firms build performance-driven cultures with holistic benchmarks that support business improvement plans at all firm levels.
  • Client Experience: Together, McLagan and Scorpio Partnership use market-leading performance and customer insight databases to enable wealth managers to connect the dots between client experience, performance indicators and business results.

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