Banking and Financial Services: Key Performance Indicators (KPIs) and Metrics
Description
Identification, analysis and monitoring of key performance indicators and metrics for financial, operational and technology success in BFSI organizations.
Learning Objectives
Enable IT professionals to define, track and interpret KPIs for business, operations, risk, IT and customer domains, and build data-driven capability to support decision-making and value realization.
Topics (7)
Return on Assets, Net Interest Margin, Earnings per Share, Loan-to-Deposit Ratio, calculation frameworks, benchmarks and usage for performance management.
Turnaround time, STP rates, process error, exception rates, compliance incidents, cost efficiency, automation impact.
Non-Performing Assets, capital adequacy ratios, FATCA/AML/PCI compliance, risk event counts, and integration into risk dashboards.
Net Promoter Score, CSAT, customer waiting time, digital engagement, omnichannel effectiveness, customer churn rates.
Attrition, absenteeism, engagement, diversity/inclusion, training completion, productivity, goal achievement.
Designing BFSI dashboards, KPI frameworks, drilldown analytics, alerts, visualization best practices, and self-service BI tools.
Uptime/downtime, incident counts, breach events, transaction latency, project delivery metrics, system scalability, IT cost KPIs.