What is the customer’s approximate total asset size, in USD?
Indicator C062 · By Phil Hatch · Akholi · October 9, 2026
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19 sectionsIndicator Specification
| Field | Value |
|---|---|
| Indicator code | C062 |
| Question as asked | What is the customer’s approximate total asset size, in USD? |
| Failure category | Not one of the 100 rated indicators |
| Place in the survey | Customer Details > 3.1 Institution Profile > Profile |
| Indicator class | Perceived fact |
| Indicator type | Categorical |
| Response scale | Levels: Under $50 billion, $50 billion to under $250 billion, $250 billion to under $1 trillion, $1 trillion or more |
| Answering base | 242 of 850 respondents gave one of the listed answers. 576 answered, counting I do not know and I prefer to not answer, across 150 of 150 engagements |
| Non-answers | I do not know 334, I prefer to not answer 0, blank 274 |
Summary of Findings
| Measure | Effect size | n | Value | p |
|---|---|---|---|---|
| Cancellation rate | Not computable, fewer than two listed answers reach 10 engagements | |||
| Customer satisfaction | Not computable, fewer than two listed answers reach 10 engagements | |||
| Engagement indicator mean | Not computable, fewer than two listed answers reach 10 engagements | |||
| Intent to leave | Not computable, fewer than two listed answers reach 10 engagements |
Respondents most often placed the financial institution’s total assets in the second-highest asset band (90 of 242 respondents, 37.19%) and least often in the highest band (35 of 242 respondents, 14.46%). Cancellation could not be compared across asset bands (fewer than two answer levels with at least 10 engagements). Customer satisfaction could not be compared either (fewer than two answer levels with at least 10 engagements). The engagement indicator mean comparison was also not computable (fewer than two answer levels with at least 10 engagements). Intent to leave could not be compared across asset bands either (fewer than two answer levels with at least 10 engagements). The answer mix differed after Holm control by vendor type only (chi-square 32.58, Holm p 0.027, Cramer’s V 0.21).
Distribution of Responses
| Answer | Respondents | Share of answered (base 242) | Cumulative share | Engagements with at least one | Share of 150 engagements | Distressed |
|---|---|---|---|---|---|---|
| Under $50 billion | 55 | 22.73% | 22.73% | 28 | 18.67% | Not applicable |
| $50 billion to under $250 billion | 62 | 25.62% | 48.35% | 34 | 22.67% | Not applicable |
| $250 billion to under $1 trillion | 90 | 37.19% | 85.54% | 45 | 30.00% | Not applicable |
| $1 trillion or more | 35 | 14.46% | 100.00% | 23 | 15.33% | Not applicable |
| I do not know | 334 | Not in base | Not in base | 141 | 94.00% | Not applicable |
| Answered, total | 242 | 100.00% | 130 | 86.67% |
A categorical answer has no engagement mean. Each engagement took its respondents’ plurality answer, and tied engagements were left out. An answer was assigned to 115 of 150 engagements.
Distressed is not applicable, because the answer has no good or bad end on a scale.
Descriptive Statistics by Segment
| Segment | Base | Answered | Answer rate | Engagements | Under $50 billion, share | $50 billion to under $250 billion, share | $250 billion to under $1 trillion, share | $1 trillion or more, share |
|---|---|---|---|---|---|---|---|---|
| Study set | 850 | 242 | 28.47% of 850 | 150 | 22.73% | 25.62% | 37.19% | 14.46% |
| Outsourcing model | ||||||||
| CXM | 232 | 70 | 30.17% of 232 | 42 | 20.00% | 21.43% | 35.71% | 22.86% |
| ITO | 244 | 65 | 26.64% of 244 | 40 | 21.54% | 35.38% | 30.77% | 12.31% |
| BPO | 209 | 63 | 30.14% of 209 | 37 | 17.46% | 19.05% | 53.97% | 9.52% |
| KPO | 165 | 44 | 26.67% of 165 | 31 | 36.36% | 27.27% | 25.00% | 11.36% |
| Institution type | ||||||||
| Asset management | 132 | 39 | 29.55% of 132 | 24 | 38.46% | 43.59% | 17.95% | 0.00% |
| Wealth management and private banking | 140 | 46 | 32.86% of 140 | 23 | 54.35% | 23.91% | 21.74% | 0.00% |
| Investment banking (advisory and capital-markets origination) | 105 | 28 | 26.67% of 105 | 19 | 0.00% | 25.00% | 42.86% | 32.14% |
| Insurance (life, property and casualty, health) | 78 | 17 | 21.79% of 78 | 14 | 0.00% | 11.76% | 58.82% | 29.41% |
| Commercial and business banking | 82 | 23 | 28.05% of 82 | 13 | 0.00% | 4.35% | 56.52% | 39.13% |
| Payments and merchant acquiring (networks, acquiring, processing) | 71 | 26 | 36.62% of 71 | 13 | 0.00% | 19.23% | 57.69% | 23.08% |
| Credit card and payments issuing | 73 | 21 | 28.77% of 73 | 12 | 52.38% | 47.62% | 0.00% | 0.00% |
| Retail and consumer banking | 73 | 20 | 27.40% of 73 | 12 | 0.00% | 25.00% | 60.00% | 15.00% |
| Markets and trading (sales and trading, global markets) | 57 | 13 | 22.81% of 57 | 11 | 0.00% | 7.69% | 69.23% | 23.08% |
| Private equity and private capital | 39 | 9 | 23.08% of 39 | 9 | 4 | 3 | 2 | 0 |
| Process family | ||||||||
| Corporate and back-office functions | 248 | 74 | 29.84% of 248 | 47 | 27.03% | 18.92% | 39.19% | 14.86% |
| Technology engineering and operations | 204 | 56 | 27.45% of 204 | 35 | 25.00% | 35.71% | 26.79% | 12.50% |
| Client servicing and communications | 94 | 29 | 30.85% of 94 | 16 | 13.79% | 24.14% | 34.48% | 27.59% |
| Trade, settlement and reconciliation | 80 | 18 | 22.50% of 80 | 15 | 27.78% | 16.67% | 44.44% | 11.11% |
| Payments, cards and disputes | 73 | 22 | 30.14% of 73 | 12 | 9.09% | 40.91% | 31.82% | 18.18% |
| Credit, underwriting and suitability | 57 | 13 | 22.81% of 57 | 9 | 38.46% | 7.69% | 38.46% | 15.38% |
| Regulatory, audit, tax and legal | 51 | 13 | 25.49% of 51 | 9 | 38.46% | 30.77% | 23.08% | 7.69% |
| Financial crime and client onboarding | 43 | 17 | 39.53% of 43 | 7 | 0.00% | 23.53% | 76.47% | 0.00% |
| Class of work | ||||||||
| LOB Operational | 451 | 122 | 27.05% of 451 | 76 | 21.31% | 25.41% | 35.25% | 18.03% |
| Corporate Functional | 399 | 120 | 30.08% of 399 | 74 | 24.17% | 25.83% | 39.17% | 10.83% |
| Engagement status and lifecycle stage | ||||||||
| Active, Build-Out | 175 | 46 | 26.29% of 175 | 31 | 13.04% | 23.91% | 39.13% | 23.91% |
| Active, Transition/Cut-Over | 250 | 79 | 31.60% of 250 | 43 | 31.65% | 13.92% | 35.44% | 18.99% |
| Active, Production | 103 | 29 | 28.16% of 103 | 20 | 27.59% | 31.03% | 37.93% | 3.45% |
| Canceled | 322 | 88 | 27.33% of 322 | 56 | 18.18% | 35.23% | 37.50% | 9.09% |
| Respondent role | ||||||||
| Individual Contributor | 667 | 146 | 21.89% of 667 | 146 | 21.92% | 29.45% | 34.93% | 13.70% |
| Engagement Manager | 150 | 64 | 42.67% of 150 | 150 | 23.44% | 17.19% | 42.19% | 17.19% |
| Portfolio Director | 31 | 30 | 96.77% of 31 | 30 | 26.67% | 26.67% | 36.67% | 10.00% |
| Customer Management Executive | 2 | 2 | 2 of 2 | 2 | 0 | 0 | 1 | 1 |
| Vendor type | ||||||||
| IT services major | 316 | 80 | 25.32% of 316 | 59 | 31.25% | 28.75% | 26.25% | 13.75% |
| BPO specialist | 198 | 52 | 26.26% of 198 | 37 | 15.38% | 28.85% | 40.38% | 15.38% |
| Consulting firm | 117 | 36 | 30.77% of 117 | 23 | 30.56% | 33.33% | 25.00% | 11.11% |
| Boutique or specialist provider | 87 | 29 | 33.33% of 87 | 17 | 10.34% | 3.45% | 62.07% | 24.14% |
| Pure-play agentic AI firm | 75 | 29 | 38.67% of 75 | 14 | 17.24% | 17.24% | 58.62% | 6.90% |
| Not reported, recovered by engagement | 57 | 16 | 28.07% of 57 | 32 | 18.75% | 37.50% | 25.00% | 18.75% |
Shares are of the answered respondents in each row, which is the base beside them. A row under 10 prints counts in place of shares.
Tests of Difference Between Segments
| Segment family | Unit | Chi-square | df | p | Holm p | Cramer’s V | Test for p | Levels left out |
|---|---|---|---|---|---|---|---|---|
| Outsourcing model | Engagement | 3.13 | 3 | 0.499 | 1.000 | 0.36 | Monte Carlo, simulated | a |
| Institution type | Engagement | b | c | |||||
| Process family | Engagement | b | d | |||||
| Class of work | Engagement | 1.75 | 3 | 0.682 | 1.000 | 0.22 | Monte Carlo, simulated | None |
| Engagement status and lifecycle stage | Engagement | 5.39 | 3 | 0.174 | 0.696 | 0.46 | Monte Carlo, simulated | e |
| Respondent role | Respondent | 4.29 | 6 | 0.644 | 1.000 | 0.09 | Monte Carlo, simulated | f |
| Vendor type | Respondent | 32.58 | 15 | 0.005 | 0.027 | 0.21 | Monte Carlo, simulated | None |
Engagement families were tested on engagement answers, and respondent role and vendor type were tested on respondents. Vendor type differed in the answer mix after Holm control (chi-square 32.58, Holm p 0.027, Cramer’s V 0.21). No difference held after Holm control for outsourcing model, class of work, engagement status and lifecycle stage and respondent role.
Association with Cancellation Rate
The share of engagements canceled on the study date, measured at engagement level (base 150 engagements, 56 canceled). The association is a descriptive contrast, inflated because canceled engagements were rated after cancellation, and is not predictive.
The measure by the engagement’s assigned answer.
| Answer level | Engagements | Canceled | Cancellation rate |
|---|---|---|---|
| Under $50 billion | 8 | 1 | ‡ |
| $50 billion to under $250 billion | 7 | 4 | ‡ |
| $250 billion to under $1 trillion | 17 | 5 | 29.41% |
| $1 trillion or more | 4 | 2 | ‡ |
| I do not know | 79 | 29 | 36.71% |
The test across answer levels, in the study set and inside each segment. Levels under 10 engagements were left out of each test.
| Segment | Engagements | Chi-square | df | p | Holm p | Cramer’s V | Test for p |
|---|---|---|---|---|---|---|---|
| Study set | Fewer than two answer levels with at least 10 engagements | ||||||
| Outsourcing model | |||||||
| CXM | Fewer than two answer levels with at least 10 engagements | ||||||
| ITO | Fewer than two answer levels with at least 10 engagements | ||||||
| BPO | Fewer than two answer levels with at least 10 engagements | ||||||
| KPO | Fewer than two answer levels with at least 10 engagements | ||||||
| Institution type | |||||||
| Asset management | Fewer than two answer levels with at least 10 engagements | ||||||
| Wealth management and private banking | Fewer than two answer levels with at least 10 engagements | ||||||
| Investment banking (advisory and capital-markets origination) | Fewer than two answer levels with at least 10 engagements | ||||||
| Insurance (life, property and casualty, health) | Fewer than two answer levels with at least 10 engagements | ||||||
| Commercial and business banking | Fewer than two answer levels with at least 10 engagements | ||||||
| Payments and merchant acquiring (networks, acquiring, processing) | 6 | Not computable, no variation in cancellation | |||||
| Credit card and payments issuing | 9 | ‡ | |||||
| Retail and consumer banking | 8 | ‡ | |||||
| Markets and trading (sales and trading, global markets) | Fewer than two answer levels with at least 10 engagements | ||||||
| Private equity and private capital | 9 | ‡ | |||||
| Process family | |||||||
| Corporate and back-office functions | Fewer than two answer levels with at least 10 engagements | ||||||
| Technology engineering and operations | Fewer than two answer levels with at least 10 engagements | ||||||
| Client servicing and communications | Fewer than two answer levels with at least 10 engagements | ||||||
| Trade, settlement and reconciliation | Fewer than two answer levels with at least 10 engagements | ||||||
| Payments, cards and disputes | 9 | ‡ | |||||
| Credit, underwriting and suitability | 8 | ‡ | |||||
| Regulatory, audit, tax and legal | 6 | ‡ | |||||
| Financial crime and client onboarding | 4 | ‡ | |||||
| Class of work | |||||||
| LOB Operational | Fewer than two answer levels with at least 10 engagements | ||||||
| Corporate Functional | Fewer than two answer levels with at least 10 engagements | ||||||
| Engagement status and lifecycle stage | |||||||
| Active, Build-Out | Not computable, no variation in cancellation | ||||||
| Active, Transition/Cut-Over | Not computable, no variation in cancellation | ||||||
| Active, Production | Not computable, no variation in cancellation | ||||||
| Canceled | Not computable, no variation in cancellation |
The study set test could not be computed: fewer than two answer levels with at least 10 engagements.
Association with Customer Satisfaction
The satisfaction score recorded against each engagement on a 100-point scale. The primary estimate uses the 94 active engagements. A descriptive contrast uses all 150 engagements.
The measure by the engagement’s assigned answer.
| Answer level | Engagements | Mean of the measure | SD |
|---|---|---|---|
| Under $50 billion | 7 | ‡ | |
| $50 billion to under $250 billion | 3 | ‡ | |
| $250 billion to under $1 trillion | 12 | 69.5 | 13.9 |
| $1 trillion or more | 2 | ‡ | |
| I do not know | 50 | 62.4 | 10.6 |
The test across answer levels, in the study set and inside each segment. Levels under 10 engagements were left out of each test.
| Segment | Engagements | Welch F | df | p | Holm p | Omega squared | 90% CI |
|---|---|---|---|---|---|---|---|
| Study set | Fewer than two answer levels with at least 10 engagements | ||||||
| Outsourcing model | |||||||
| CXM | Fewer than two answer levels with at least 10 engagements | ||||||
| ITO | Fewer than two answer levels with at least 10 engagements | ||||||
| BPO | Fewer than two answer levels with at least 10 engagements | ||||||
| KPO | Fewer than two answer levels with at least 10 engagements | ||||||
| Institution type | |||||||
| Asset management | 6 | ‡ | |||||
| Wealth management and private banking | Fewer than two answer levels with at least 10 engagements | ||||||
| Investment banking (advisory and capital-markets origination) | 8 | ‡ | |||||
| Insurance (life, property and casualty, health) | 9 | ‡ | |||||
| Commercial and business banking | 8 | ‡ | |||||
| Payments and merchant acquiring (networks, acquiring, processing) | 6 | ‡ | |||||
| Credit card and payments issuing | 5 | ‡ | |||||
| Retail and consumer banking | 5 | ‡ | |||||
| Markets and trading (sales and trading, global markets) | 7 | ‡ | |||||
| Private equity and private capital | 7 | ‡ | |||||
| Process family | |||||||
| Corporate and back-office functions | Fewer than two answer levels with at least 10 engagements | ||||||
| Technology engineering and operations | Fewer than two answer levels with at least 10 engagements | ||||||
| Client servicing and communications | 5 | ‡ | |||||
| Trade, settlement and reconciliation | 7 | ‡ | |||||
| Payments, cards and disputes | 7 | ‡ | |||||
| Credit, underwriting and suitability | 7 | ‡ | |||||
| Regulatory, audit, tax and legal | 4 | ‡ | |||||
| Financial crime and client onboarding | 3 | ‡ | |||||
| Class of work | |||||||
| LOB Operational | Fewer than two answer levels with at least 10 engagements | ||||||
| Corporate Functional | Fewer than two answer levels with at least 10 engagements | ||||||
| Engagement status and lifecycle stage | |||||||
| Active, Build-Out | Fewer than two answer levels with at least 10 engagements | ||||||
| Active, Transition/Cut-Over | Fewer than two answer levels with at least 10 engagements | ||||||
| Active, Production | Fewer than two answer levels with at least 10 engagements | ||||||
| Canceled | no clean estimate, canceled engagements fall outside the active population |
The study set test could not be computed: fewer than two answer levels with at least 10 engagements.
Association with the Engagement Indicator Mean
The mean of an engagement’s 100 indicator ratings, measured at engagement level (base 150 engagements). Where this indicator is one of the 100, the mean is recomputed without it.
The measure by the engagement’s assigned answer.
| Answer level | Engagements | Mean of the measure | SD |
|---|---|---|---|
| Under $50 billion | 8 | ‡ | |
| $50 billion to under $250 billion | 7 | ‡ | |
| $250 billion to under $1 trillion | 17 | 4.3 | 1.7 |
| $1 trillion or more | 4 | ‡ | |
| I do not know | 79 | 3.9 | 1.4 |
The test across answer levels, in the study set and inside each segment. Levels under 10 engagements were left out of each test.
| Segment | Engagements | Welch F | df | p | Holm p | Omega squared | 90% CI |
|---|---|---|---|---|---|---|---|
| Study set | Fewer than two answer levels with at least 10 engagements | ||||||
| Outsourcing model | |||||||
| CXM | Fewer than two answer levels with at least 10 engagements | ||||||
| ITO | Fewer than two answer levels with at least 10 engagements | ||||||
| BPO | Fewer than two answer levels with at least 10 engagements | ||||||
| KPO | Fewer than two answer levels with at least 10 engagements | ||||||
| Institution type | |||||||
| Asset management | Fewer than two answer levels with at least 10 engagements | ||||||
| Wealth management and private banking | Fewer than two answer levels with at least 10 engagements | ||||||
| Investment banking (advisory and capital-markets origination) | Fewer than two answer levels with at least 10 engagements | ||||||
| Insurance (life, property and casualty, health) | Fewer than two answer levels with at least 10 engagements | ||||||
| Commercial and business banking | Fewer than two answer levels with at least 10 engagements | ||||||
| Payments and merchant acquiring (networks, acquiring, processing) | 6 | ‡ | |||||
| Credit card and payments issuing | 9 | ‡ | |||||
| Retail and consumer banking | 8 | ‡ | |||||
| Markets and trading (sales and trading, global markets) | Fewer than two answer levels with at least 10 engagements | ||||||
| Private equity and private capital | 9 | ‡ | |||||
| Process family | |||||||
| Corporate and back-office functions | Fewer than two answer levels with at least 10 engagements | ||||||
| Technology engineering and operations | Fewer than two answer levels with at least 10 engagements | ||||||
| Client servicing and communications | Fewer than two answer levels with at least 10 engagements | ||||||
| Trade, settlement and reconciliation | Fewer than two answer levels with at least 10 engagements | ||||||
| Payments, cards and disputes | 9 | ‡ | |||||
| Credit, underwriting and suitability | 8 | ‡ | |||||
| Regulatory, audit, tax and legal | 6 | ‡ | |||||
| Financial crime and client onboarding | 4 | ‡ | |||||
| Class of work | |||||||
| LOB Operational | Fewer than two answer levels with at least 10 engagements | ||||||
| Corporate Functional | Fewer than two answer levels with at least 10 engagements | ||||||
| Engagement status and lifecycle stage | |||||||
| Active, Build-Out | Fewer than two answer levels with at least 10 engagements | ||||||
| Active, Transition/Cut-Over | Fewer than two answer levels with at least 10 engagements | ||||||
| Active, Production | Fewer than two answer levels with at least 10 engagements | ||||||
| Canceled | Fewer than two answer levels with at least 10 engagements |
The study set test could not be computed: fewer than two answer levels with at least 10 engagements.
Association with Intent to Leave
The respondent’s stated likelihood of leaving the current job within 12 months, rated 1 to 10 (C019). Measured at respondent level on up to 798 respondents, with the engagement-level form reported alongside.
The measure by the engagement’s assigned answer.
| Answer level | Engagements | Mean of the measure | SD |
|---|---|---|---|
| Under $50 billion | 8 | ‡ | |
| $50 billion to under $250 billion | 7 | ‡ | |
| $250 billion to under $1 trillion | 17 | 6.2 | 2.7 |
| $1 trillion or more | 4 | ‡ | |
| I do not know | 79 | 6.9 | 2.3 |
The test across answer levels, in the study set and inside each segment. Levels under 10 engagements were left out of each test.
| Segment | Engagements | Welch F | df | p | Holm p | Omega squared | 90% CI |
|---|---|---|---|---|---|---|---|
| Study set | Fewer than two answer levels with at least 10 engagements | ||||||
| Outsourcing model | |||||||
| CXM | Fewer than two answer levels with at least 10 engagements | ||||||
| ITO | Fewer than two answer levels with at least 10 engagements | ||||||
| BPO | Fewer than two answer levels with at least 10 engagements | ||||||
| KPO | Fewer than two answer levels with at least 10 engagements | ||||||
| Institution type | |||||||
| Asset management | Fewer than two answer levels with at least 10 engagements | ||||||
| Wealth management and private banking | Fewer than two answer levels with at least 10 engagements | ||||||
| Investment banking (advisory and capital-markets origination) | Fewer than two answer levels with at least 10 engagements | ||||||
| Insurance (life, property and casualty, health) | Fewer than two answer levels with at least 10 engagements | ||||||
| Commercial and business banking | Fewer than two answer levels with at least 10 engagements | ||||||
| Payments and merchant acquiring (networks, acquiring, processing) | 6 | ‡ | |||||
| Credit card and payments issuing | 9 | ‡ | |||||
| Retail and consumer banking | 8 | ‡ | |||||
| Markets and trading (sales and trading, global markets) | Fewer than two answer levels with at least 10 engagements | ||||||
| Private equity and private capital | 9 | ‡ | |||||
| Process family | |||||||
| Corporate and back-office functions | Fewer than two answer levels with at least 10 engagements | ||||||
| Technology engineering and operations | Fewer than two answer levels with at least 10 engagements | ||||||
| Client servicing and communications | Fewer than two answer levels with at least 10 engagements | ||||||
| Trade, settlement and reconciliation | Fewer than two answer levels with at least 10 engagements | ||||||
| Payments, cards and disputes | 9 | ‡ | |||||
| Credit, underwriting and suitability | 8 | ‡ | |||||
| Regulatory, audit, tax and legal | 6 | ‡ | |||||
| Financial crime and client onboarding | 4 | ‡ | |||||
| Class of work | |||||||
| LOB Operational | Fewer than two answer levels with at least 10 engagements | ||||||
| Corporate Functional | Fewer than two answer levels with at least 10 engagements | ||||||
| Engagement status and lifecycle stage | |||||||
| Active, Build-Out | Fewer than two answer levels with at least 10 engagements | ||||||
| Active, Transition/Cut-Over | Fewer than two answer levels with at least 10 engagements | ||||||
| Active, Production | Fewer than two answer levels with at least 10 engagements | ||||||
| Canceled | Fewer than two answer levels with at least 10 engagements |
The study set test could not be computed: fewer than two answer levels with at least 10 engagements.
Comparison of Associations Across the Four Measures
| Measure | Effect size | n | Value | p | Equivalent to zero | Rank among the four |
|---|---|---|---|---|---|---|
| Cancellation rate | Not computable, fewer than two listed answers reach 10 engagements | |||||
| Customer satisfaction | Not computable, fewer than two listed answers reach 10 engagements | |||||
| Engagement indicator mean | Not computable, fewer than two listed answers reach 10 engagements | |||||
| Intent to leave | Not computable, fewer than two listed answers reach 10 engagements |
Steiger’s z compares two correlations, and a categorical answer yields an effect size across levels rather than a correlation, so the pairs are not tested.
Clustering and Effective Sample Size
| Statistic | Value | Reading |
|---|---|---|
| Clusters (engagements) | 150 | Engagements with at least one answer. |
| Mean respondents per engagement | 3.8 | Answers per engagement with at least one answer. |
| ICC(1) | 0.12 | Share of variance between engagements. |
| Design effect | 1.34 | 1 plus (mean cluster size minus 1) times ICC. |
| Nominal respondent n | 576 | Every answer, with I do not know and I prefer to not answer counted as levels, as the plurality rule counts them. |
| Effective n | 429 | Nominal n divided by the design effect. |
| Cluster bootstrap applied | Yes | Applied to every respondent level CI where the ICC is 0.05 or above. |
Clustering reduced the 576 respondent answers to about 429 independent answers. Respondent level intervals therefore used the cluster bootstrap, and respondent level tests on intent to leave used cluster-robust errors.
Equivalence Tests of Null Results
| Measure | n | Omega squared | Equivalence bound | Equivalence p | Equivalent to zero | Achieved power | MDE at power 0.80 |
|---|---|---|---|---|---|---|---|
| Cancellation rate | Not computable, fewer than two listed answers reach 10 engagements | ||||||
| Customer satisfaction | Not computable, fewer than two listed answers reach 10 engagements | ||||||
| Engagement indicator mean | Not computable, fewer than two listed answers reach 10 engagements | ||||||
| Intent to leave | Not computable, fewer than two listed answers reach 10 engagements |
The bound is the ruled |r| < 0.30 expressed as variance explained (V15-R22). No equivalence test could be computed.
Robustness Checks
| Check | Measure | Primary p | Check p | Check statistic | Conclusion holds |
|---|---|---|---|---|---|
| Kruskal-Wallis in place of Welch F | Customer satisfaction | Not computable | a | a | Not computable |
| Kruskal-Wallis in place of Welch F | Engagement indicator mean | Not computable | a | a | Not computable |
| Kruskal-Wallis in place of Welch F | Intent to leave | Not computable | a | a | Not computable |
| Active engagements only | Engagement indicator mean | Not computable | a | a | Not computable |
| Active engagements only | Intent to leave | Not computable | a | a | Not computable |
| Respondent level, cluster-robust Wald F by engagement | Cancellation rate | Not computable | 0.225 | 1.47 | Not computable |
| Respondent level, cluster-robust Wald F by engagement | Customer satisfaction | Not computable | 0.137 | 1.87 | Not computable |
| Respondent level, cluster-robust Wald F by engagement | Engagement indicator mean | Not computable | 0.069 | 2.42 | Not computable |
| Respondent level, cluster-robust Wald F by engagement | Intent to leave | Not computable | 0.237 | 1.43 | Not computable |
No check could be computed, as the table shows. A check holds when its test lands on the same side of 0.05 as the primary test.
Measure Independence and Part-Whole Correction
Each of the four measures was computed from data this indicator does not contain, so each result is a finding rather than an arithmetic consequence.
Comparison with the Study Norm
Not applicable. A categorical item has no signed correlation, so it has no profile. Its per-level means carry the comparison.
Interpretation of the Data
Answers in the lowest asset band (55 of 242 respondents, 22.73%) and the band above it (62 of 242 respondents, 25.62%) were close in size. Asset size, as respondents reported it, could not be set against any of the four study measures.
Limitations
The evidence is reported experience: what the delivery team said about its own engagement, gathered in one cross-section. The figures showed associations, not causes. Indicators about the financial institution were reported at second hand by vendor staff. Cancellation is a descriptive contrast, because canceled engagements were rated after they ended.
Tests across respondent role and vendor type were run at respondent level and treated respondents as independent. The section Clustering and Effective Sample Size states whether, and by how much, clustering within engagements reduced the information in respondent level figures.
The robustness checks on this item could not be computed, because too few asset bands held enough engagements (0 of 9 checks, 9 not computable). Plurality assignment placed an asset band on only part of the engagements (115 of 150 engagements).
Definitions
| Term | Definition |
|---|---|
| Response scale | As recorded, shown in Table 1. The indicator is not a rating, so no distressed range is defined. |
| Answering base | Respondents who gave one of the listed answers. |
| Non-answers | “I do not know” and “I prefer to not answer” are counted separately and are excluded from the answering base and the shares. |
| Indicator class | Perceived fact: a state of the engagement as the respondent perceives it, so “I do not know” is counted and reported as an answer. |
| Failure category | One of the five failure categories of the Study Taxonomy, section 3. Only the 100 rated indicators carry one, and the indicator is not among them. |
| Engagement indicator mean | The mean of an engagement’s 100 indicator ratings. |
Sources and Provenance
| Item | Value |
|---|---|
| Study data | Study Data.xlsx, Data sheet, column C062, sha256 219eba0457274d04 |
| Statistics engine | compute_statistics.py, sha256 738319eef764602b |
| Statistics record | Computed Statistics.json, record C062, sha256 e405f65a43e37a6e |
| Computed | October 8, 2026, 01:38 UTC |
| Template | Indicator Statistical Analysis Template, version 1.1 of 2026-10-06 |
| Figures placed by script | 540 of 540 |
