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Byron Ford

Byron Ford

KPIs to Understand, Build, and Refine Your Sales Dashboards

KPIs to Understand, Build, and Refine Your Sales Dashboards

πŸ’‘This is 1 of a series called "6 Essential Steps to Create Effective Financial Dashboards." With the launch of our retail consumer products and optimized origination application flows in our digital channel, I've been thinking a lot about reporting lately. Specifically, how to filter these new
17 Aug 2024 5 min read
Team building for growth.

Building Momentum and Reaching a Milestone in Digital Account Origination

Our mid-sized bank (27B) achieved a significant milestone this week, launching unique product applications through our digital origination channel. Since launching this channel in 2021, we've gradually added new products as we gained confidence in our processes, procedures, and controls. We took our time and slow-rolled each phase
07 Aug 2024 3 min read
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