Announcing: Terrapin Technologies Sponsors Kehrer Group’s 2024 Annual Industry Checkup.

Minneapolis, M.N. – March 6, 2024:  Terrapin Technologies today announced the launch of the 2024 Annual Industry Checkup by the Kehrer Group. Terrapin is once again a proud sponsor of this vital annual report. Kehrer Group’s annual review of investment services in banks and credit unions covers 2,450 institutions managing 9,360 advisors. The report is helpful for executives to evaluate their businesses against peers, product and service providers to track trends, and financial institutions to assess their prospects for entering the business.

Here is a sampling of insights revealed in the report:

  • Gross revenue from investment services increased 5.5% in banks and credit unions.
  • Average financial advisor revenue productivity improved 3.6% in financial institutions, and investment assets per advisor increased 7.5%.
  • Financial institutions grew brokerage and advisory assets 9.4% during the year.

“Terrapin Technologies proudly sponsors the 2024 Annual Industry Checkup, recognizing the indispensable value of Kehrer Group’s research in keeping business leaders informed about industry trends,” said Kristefor Lysne, President of Terrapin Technologies. “The Checkup’s perennial ability to distill pertinent insights empowers leaders with the knowledge necessary for agile decision-making and the crafting of strategic plans that will make an impact.”

Since 2012, the Annual Industry Checkup has provided year-over-year and long-term trends in the number and nature of banks and credit unions selling investments, advisor headcount, productivity, and their implication for the coming year.

Download the report today.


About Terrapin Technologies

Terrapin Technologies provides data and business automation solutions to wealth management firms. Our platform automates and improves business processes across the organization, including compensation, compliance, and reporting. Since 1995, our expertise and technology solutions have helped our customers realize scalable and predictable growth. We help firms see the big picture, increase profits, and reduce risk. Learn more at

About Kehrer Group

Kehrer Group is the financial advice community’s trusted partner for original thought leadership, insight based on data, and strategies that drive success. Kehrer Group’s legacy of research and analysis has advanced the delivery of investment services in banks and credit unions and shaped the industry into what it is today. Kehrer Group’s principals meld the wisdom gained from its long history in the industry with cutting-edge analytics, data that is robust and diverse, and a deep understanding of the key drivers of performance. Together with our clients and partners, Kehrer Group moves the industry forward. Learn more at our website