What are Trust metrics? Finding the right Trust metrics can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.
Copy these examples into your preferred tool, or adopt Tability to ensure you remain accountable.
Find Trust metrics with AI While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI metrics generator below to generate your own strategies.
Examples of Trust metrics and KPIs 1. Customer Transaction Volume The total number of transactions processed by the payment institution over a given period
What good looks like for this metric: Varies widely; high growth companies see 20% annual increase
Ideas to improve this metric Increase customer acquisition through marketing Improve user experience to encourage repeat transactions Expand partnerships to access a wider customer base Offer promotions or discounts to drive transaction volume Enhance payment options to support diverse needs 2. Transaction Approval Rate The percentage of successful transactions approved compared to total transaction attempts
What good looks like for this metric: Typically over 95% for competitive institutions
Ideas to improve this metric Enhance fraud detection accuracy Optimise payment processing systems Collaborate with banks to iron out common approval issues Monitor transaction decline reasons closely Regularly update customer payment information on file 3. Net Revenue Margin The net revenue generated as a percentage of total revenue post expenses
What good looks like for this metric: Ranges from 30% to 50%
Ideas to improve this metric Reduce operational costs Increase service charges where feasible Negotiate better rates with banks and card networks Optimise risk management to reduce losses Focus on high-margin products or services 4. Customer Satisfaction Score A measure of how satisfied customers are with the service provided, often derived from surveys
What good looks like for this metric: Aim above 80% satisfaction
Ideas to improve this metric Enhance customer service response times Conduct regular feedback surveys Implement suggestions from feedback Regularly update and simplify user interfaces Maintain transparency in fees and processes 5. Average Transaction Value The average amount of money handled per transaction
What good looks like for this metric: Dependent on industry; typically between $50 and $100
Ideas to improve this metric Encourage bulk purchases or payments Promote higher-value products or services Implement loyalty programs for higher spends Offer tiered service packages at different price points Cross-sell products to increase transaction value
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1. Investor Meeting Attendance Rate The percentage of investors who attend scheduled meetings out of the total invited
What good looks like for this metric: 70-80%
Ideas to improve this metric Increase meeting reminders and follow-ups Offer multiple time slots to accommodate different time zones Incorporate engaging presentation materials Provide clear and concise meeting agendas Utilise feedback to improve future meetings 2. Post-Meeting Investor Follow-Up Rate The percentage of investors who engage in follow-up communication after a meeting
What good looks like for this metric: 50-60%
Ideas to improve this metric Personalise follow-up emails Highlight key takeaways from meetings Offer additional data or insights discussed in meetings Address any investor queries promptly Schedule subsequent touchpoints in advance 3. Investor Email Open Rate The percentage of investor-targeted emails that are opened by recipients
What good looks like for this metric: 15-25%
Ideas to improve this metric Craft compelling subject lines Send emails at optimal times Segment audience to target messaging Reduce email frequency to avoid saturation Ensure emails are mobile-friendly 4. Investor Engagement Index A composite score determining the overall engagement level based on various interactions
What good looks like for this metric: 60-75
Ideas to improve this metric Foster personal relationships Enhance content relevancy Regularly update investors on progress Invite feedback and suggestions Utilise investor-exclusive updates 5. Investor Response Time The average time taken by investors to respond to a communication
What good looks like for this metric: 24-48 hours
Ideas to improve this metric Implement a clearer call-to-action Utilise CRM tools to track and enhance interactions Ensure prompt internal communication for quick responses Provide immediate value in communications Follow up on non-respondents
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Tracking your Trust metrics Having a plan is one thing, sticking to it is another.
Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.
A tool like Tability can also help you by combining AI and goal-setting to keep you on track.
More metrics recently published We have more examples to help you below.
Planning resources OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:
Tability's check-ins will save you hours and increase transparency
The best metrics for Instituição de Pagamento