For asset managers,
CX is here to stay.
Focus on high-ROI client behaviors like whether they
buy, stay, and buy more.
Asset management client experience
CX is THE reliable differentiator
The long-term forces of supply and demand mean that, on average,
asset management client experience (CX) has become THE reliable differentiator.
- Bargaining power has shifted to clients.
- Ignoring CX is a gamble on unreliable ways to differentiate your company.
Asset management client experience is dollarizable
- Your institutional and intermediary clients now recognize and expect a good experience.
- CX is dollarizable and it is here to stay.
- To differentiate your company through CX you need to manage it. To manage it, you need to measure it.
CX is an effect you cause
Asset management client experience is an observable, measurable, and dollarizable that you cause in clients. It occurs in two ways – in what clients say (feedback), and what they do (behavior).
The Behavioral Benchmark fills a gap in the market by letting asset managers measure, compare, and predict their CX through the effect they have on their clients’ behavior.
The winners are converting these insights into revenue-generating behaviors like buying, staying, and buying more.
Because of this, behavior (what they do) is a more reliable indicator of what to expect from clients compared to feedback (what they say).
This means you can counteract the gaps and inaccuracies in client feedback by tracking their behavior and dollarizing your effect on whether they buy, stay, and buy more.
At Accomplish, we manage the global benchmark of client behavior that lets firms measure asset management client experience.
It is a source of high-ROI business intelligence that will also help you compare and predict your effect on whether B2B clients buy, stay, and buy more.