Best KPIs for Account Origination

Identifying the correct Key Performance Indicators will not only help you measure your organization’s performance, they also assist in developing goals and strategies and point out where technology can assist in automating business operations.

Knowing which account management KPIs to track will help you identify strengths and weaknesses in each financial process in order to improve the customer’s experience. Here are the best account management KPIs for an effective account origination:

Three goals of account management KPIs

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There are three major areas that should be considered in order for you to identify the metrics that need to be measured, and these are: customer retention, strengthening of relationships, and growing revenue.

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