The Asset Management
Client Behavior Benchmark
Capitalize on CX as a competitive advantage
At Accomplish, we run the asset management Client Behavior Benchmark that pinpoints, in time and money, where a firm’s client experience (CX) out- and underperforms at engaging clients.
This is vital because, if your CX underperforms, they will give their time to your competitors … and then their money.
“You have created extreme value by codifying and quantifying the sales funnel.”
Benefits
To help asset managers capitalize on CX as a source of competitive advantage, the Benchmark’s benefits fall into 3 categories:
- Be client centric.
- Deepen client engagement.
- Stand out.
These break down into an itemized use case for each of the ~30 metrics.
In turn, they typically yield between 15 and 25 specialist insights, data-led hypotheses, and unconflicted recommendations about areas of strength you can leverage and areas for improvement you should focus on.
See an insider’s view of 5 recently unearthed insights.
Leverage the Benchmark further with this new way to win at engaging clients.
Designed for asset managers by asset managers
The Benchmark was purpose-built by medium to large firms with diversified product ranges and a desire to differentiate themselves through CX.
The result is a unique global dataset that lets your C-suite monitor “how clients behave at every stage of the journey and whether you achieved good outcomes for them.”
“If another asset manager is having an enviable effect on the behavior of our client, we want to know so we can exceed it, emulate it, or defend against it.”
Data is valuable, but insights are vital. Watch this demo to see the Client Behavior Benchmark in action.
The strong are getting stronger … discovering where they underperform and fixing it
Key details about the
Asset Management Client Behavior Benchmark
3 steps to CX excellence
- Book a personal tour.
- Check the readiness of your CX data.
- Pinpoint in time and money, where your CX out and underperforms at engaging clients.
Packages and typical buyers
- All metrics – Distribution COOs, heads of client experience / engagement, client insights, business intelligence.
- Pre-sale experience – heads of marketing and sales enablement.
- Post-sale experience – heads of post-sale services.
What if you do not join the Benchmark?
You do not have to join – the choice is yours – but the alternatives come with disadvantages.
“We used to think we ‘did’ insights well, but it turns out we were just paddling in the shallow end. This is high-ROI stuff!”
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