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NAFCD Financial Benchmarking Report
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Benchmark Your Business

If you cannot measure it, you cannot improve it!

NAFCD has officially released the 2017 NAFCD Financial Benchmarking Report. NAFCD members can access the report by clicking on the links below. Members must be logged in to view.

This past year, NAFCD's Board of Directors made the enhancement of this program a top strategic initiative. We changed our partner, the length of the survey, the format of the report and even the name. We added a variety of features that make distributor participation in the survey easier and faster while providing a completely customizable and user-friendly industry report.

All NAFCD distributor survey participants receive:

  • 2017 NAFCD Industry Benchmarking Dashboard - Based on actual distributor data, this customizable report provides industry averages across a variety of metrics and includes text that explains what the results mean. The full version of the dashboard is available for members to download here. Members must be logged in to view.
  • One page brief on the 2017 Industry Report: How Financial Benchmarking Works - This document tells distributors exactly what to do next with this data.
  • NAFCD Individual Company Benchmarking Dashboard - Distributors who submitted data receive an Individual Report featuring their exact data to make benchmarking even easier. The report provides distributors with a visual view of strengths and weaknesses compared to other NAFCD distributors. A sample of this report can be found here, available for members only. Members must be logged in to view.

Participate in the 2018 Survey

The 2018 NAFCD Financial Benchmarking Survey will open in April with a deadline for submission of May 15, 2018. The 2018 study will provide the best way for you to more accurately assess performance, identify areas of improvement, uncover new opportunities for growth and support your banking relationships.

If you have any questions or concerns, please reach out to us at Feedback and recommendations to further enhance this member service are always welcome. You may also contact our partner, Mackay Research Group, with questions at


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11/6/2018 » 11/8/2018
2018 NAFCD Annual Convention