Good outcomes in asset management

Good outcomes in asset management

How can you “oversee client behavior at every stage of the journey and provide evidence that you have achieved good outcomes” in asset management? Why is this important? #ConsumerDuty

To understand the theory, see it in action with real data, and get an insight into the future direction of travel, watch Adam Grainger’s presentation to Digital Client Engagement 2024.

DCE is the invitation-only forum for Heads of Digital Marketing and Client Engagement from Europe’s top asset managers.

The UK’s Consumer Duty obliges firms to oversee “how clients behave at every stage of the journey” and, at these stages, understand and evidence whether they are achieving good outcomes for clients.

The Client Behavior Benchmark does exactly this, so check it out to learn how you can identify and evidence good outcomes in asset management.

Picture of Adam Grainger

Adam Grainger

Behavioral analytics | Business intelligence | Asset management
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Intermediary Client Behavior Benchmark

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