Build Lender Relationships Key Performance Indicators (KPIs)
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Forging Bonds through Metrics: A Strategic Examination of Lender Relationships
This tool contains leading practices an organization should consider when evaluating its banker and lender performance.
Sample practices include periodically obtaining feedback from financial service suppliers; sharing information on corporate performance with suppliers; maintaining regular contact with key banking partners; meeting periodically, at least once annually, with senior banking and lending personnel to discuss company operations and future financing needs; helping suppliers understand where the company is going; and providing customized quarterly or monthly financial information to key relationships.