Our benchmarking & data analysis products provide a comprehensive view of your business, including profitability, productivity, pricing, and compensation
Our Compcompare subscription service provides comprehensive compensation data for trust and financial services professionals, benchmarking your compensation structure against industry standards. Ensure competitive and fair salary offerings using salary information, benefits, and compensation trends, so you can attract and retain top talent.
Trust Compensation
The Trust Compensation service focuses on benchmarking compensation for trust professionals.
The leading comprehensive, comparative ratio system for measuring and analyzing performance, profitability, and productivity.
Our Pricecompare subscription service allows financial institutions to compare fee schedules against the competition. Gain valuable insight into how your fees align with industry standards, so you can adjust pricing strategies to enhance profitability and remain competitive in the market. Subscribers receive detailed reports that highlight discrepancies and opportunities for revenue optimization.
Trust Fee Schedule Comparison
Trust Fee Schedule Comparison enables financial institutions to benchmark their trust fee structures against competitors.
Our Insight Report offers quarterly analyses of trust industry performance based on FFIEC call report data. This report includes metrics such as growth rates, profitability, and other key performance indicators, and provides a comprehensive overview of industry trends that you can use to make informed strategic decisions.
Use our Trust Benchmarking services to evaluate the financial performance, growth, productivity, and profitability of trust operations using data collected by our Trustcompare division. Our detailed reports compare your performance against peers and industry benchmarks.
Trust Performance Benchmarking assesses the efficiency and effectiveness of your trust operations. This service includes performance metrics such as revenue growth, cost management, and client satisfaction, and provides insights to improve overall performance and strategic positioning.
Most trust organizations operate without a clear view of how their staffing levels, workload, and productivity compare to peers. This makes it difficult to tell whether the team is overworked, under-resourced, or operating efficiently.
Pohl Consulting and Training, Inc. created TrustCompare, a benchmarking platform that measures operational productivity, staffing ratios, and performance metrics against hundreds of peer organizations. We built this offering because executives repeatedly told us they needed objective data, not assumptions, to guide staffing, budgeting, and strategic decisions.
Across the industry, trust operations often rely on legacy staffing structures that no longer match client complexity, technology, or regulatory expectations. Many institutions suspect they are either under-staffed or over-staffed, but lack data to validate their assumptions.
Pohl Consulting and Training, Inc. uses TrustCompare staffing and productivity benchmarks to evaluate role allocation, workload distribution, and staffing efficiency. We introduced this service because board members and executives need clearer insight into whether staffing aligns with organizational goals and industry norms.
Fee schedules often remain unchanged for years, creating misalignment between pricing, service levels, and market expectations. Without competitive data, institutions risk undercharging, overcharging, or falling out of step with industry standards.
Pohl Consulting and Training, Inc. developed PriceCompare, a benchmarking tool that analyzes trust fee schedules across the country and compares them to your institution’s pricing. We created this report because clients needed reliable, objective data to ensure their pricing was fair, competitive, and defensible during regulatory reviews.
Compensation in trust and wealth management varies widely by geography, asset size, work complexity, and institution type. Without benchmarking, organizations struggle to offer competitive compensation while staying aligned with internal structures and budgets.
Pohl Consulting and Training, Inc.’s CompCompare report provides detailed comparisons of salary, incentives, and compensation structures for trust and wealth professionals nationwide. We launched this offering because HR teams and executives frequently asked for objective data to help attract, retain, and reward top-performing fiduciary staff.
Trust profitability is complex because revenue growth, staffing levels, operational efficiency, and pricing all influence the bottom line. Many institutions cannot pinpoint the specific drivers of underperformance without comparative data.
Pohl Consulting and Training, Inc. uses TrustCompare with profitability analyses to evaluate revenue mix, fee capture, staffing efficiency, and client segmentation. We added profitability analytics because leaders needed a clear line of sight into where profitability was being created or lost in the department.
Not all trust / wealth departments look the same. Some focus heavily on agency accounts, others on complex fiduciary relationships, employee benefit plans, foundations, or investment management. Traditional benchmarking often fails to match like-for-like organizations.
Pohl Consulting and Training, Inc.’s benchmarking tools incorporate peer group stratification, allowing organizations to compare themselves to institutions of similar size, asset mix, and business complexity. We developed this capability because clients needed meaningful benchmarks, not averages that diluted relevance.
Boards and executives increasingly expect data-driven justification for staffing changes, compensation adjustments, technology investments, or fee schedule updates. Benchmarking provides the objective external perspective that supports these decisions.
Pohl Consulting and Training, Inc. provides interpretive benchmarking consulting, helping leaders translate data into actionable recommendations and board-ready presentations. We built this component because many clients needed help interpreting the data and turning it into a clear, defensible strategy.
Benchmarks can reveal outliers—such as unusually high caseloads, atypical staffing ratios, or lagging profitability—that may also signal underlying operational or compliance weaknesses. Many institutions do not know these outliers exist until benchmarking brings them to light.
Pohl Consulting and Training, Inc. integrates operational, staffing, productivity, and risk indicators into its benchmarking reports, connecting performance measurement with compliance insight. We enhanced our benchmarking tools to include risk perspectives because clients asked for a more holistic understanding of organizational health.