New Equity Accounts per Investment Account Onboarding Employee

Benchmarking Report

New Equity Accounts per Investment Account Onboarding Employee

This PDF report includes benchmarking data (in a visual, chart-based format), an comprehensive KPI definition, characteristics of high performers and technical details on measuring New Equity Accounts per Investment Account Onboarding Employee. Purchase and download this easy-to-understand, presentation-ready report immediately to compare performance levels, set attainable performance targets, and push towards best-in-class performance for this KPI.


What is New Equity Accounts per Investment Account Onboarding Employee?

The total number of new equity accounts onboarded by the firm over a certain period of time divided by the number of Client Services employees responsible for onboarding new accounts.

Why should New Equity Accounts per Investment Account Onboarding Employee be measured?

New Equity Accounts per Investment Account Onboarding Employee measures the average number of new equity accounts opened per onboarding employee. A relatively low value for this KPI may suggest that the company has poor performance related to new business development or that the unit is not optimally staffed. Low values could either mean there are too many onboarding employees, which would make the value for this KPI low, or that there aren't enough onboarding employees, which would impact their ability to onboard new accounts.


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Frequently Asked Questions

Q: How do you collect and validate your data?

A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years conducting original research and anonymizing data from our engagements with top companies around the world. Every single data point we collect is scrutinized by our analysts to conform to established baselines and our rigorous in-house validation process. We won’t serve it up to you unless it meets our tough standards for utility and value.

Q: How much information will my Benchmarking Report contain?

A: Enough to produce a useful benchmark. And rest assured that it’s all current, validated, and useful. We only include data that’s been collected in the last five years. And while sample sizes vary by KPI, the average is 25, and the high end can surpass 1,000.

Q: How often do you update your reports?

A: Every year. We’re constantly gathering, scouring, and processing new data. We update our reports based on trends our analysts detect in the data, as well as the demand from our consulting clients and customers like you.

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