OKR template to enhance satisfaction of wealth management clients
Your OKR template
Another key outcome focuses on reducing client complaint rates by 15% through proactive communication. Toward this end, regular updates about service improvements will be delivered to all clients. Additionally, efforts will be made to establish a client feedback system for early conflict detection and to educate staff on proactive communication strategies.
The third key outcome aims at launching two new features in the client portal, a step drawn from the analysis of client feedbacks. The trackable measure of success here is when the aforementioned features are fully operational. The initiatives to achieve this outcome include developing, testing, and implementation of the new features in the client portal, followed by their identification from the client feedback analysis.
Overall, this OKR underlines the focus on improving client experience, simultaneously making it easier for the wealth management department to track and monitor their progress towards enhancing client satisfaction and delivering on their service expectations. The OKR outlines the key performance indicators and the initiatives to be taken to reach them.
ObjectiveEnhance satisfaction of wealth management clients
KRIncrease client satisfaction scores by 20% through improved personalization
Regularly seek client feedback for service improvements- Train staff for personalized customer interactions
- Implement customer relationship management software for tailored services
- KRDecrease client complaint rates by 15% via proactive communication
- Implement regular updates on service improvements to all clients
- Establish a client feedback system for early issue detection
- Train staff on proactive communication strategies
- KRLaunch 2 new features in the client portal based on client feedback analysis
- Implement new features in the client portal
- Develop and test the new features
- Identify desired features from client feedback analysis
How to edit and track OKRs with Tability
You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.
Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.
With Tability you can:
- Use AI to draft a complete set of OKRs in seconds
- Connect your OKRs and team goals to your project
- Automate reporting with integrations and built-in dashboard
Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.
The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.
Step 1. Sign up for a free Tability account
Go tohttps://tability.app/signup and create your account (it's free!)
Step 2. Create a plan
Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.
Step 3. Use the magic importer
Click on Use magic import to open up the Magic Import modal.
Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
Once your example is in the plan editor, you will be able to:
- Edit the objectives, key results, and tasks
- Click on the target 0 → 100% to set better target
- Use the tips and the AI to refine your goals
Step 4. Publish your plan
Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale