The asset management sales funnel is an hourglass that comprises buying, staying, and buying more. This is important because a traditional sales funnel that only includes ‘buying’ would expose an asset manager to the risk of lower growth. The Behavioral Benchmark is now helping firms see where on this end-to-end sales funnel they out- and under-perform their peers. Click for more information about this upgrade.

Staff in asset management firms are under renewed pressure to do more with less, yet they already had almost no spare bandwidth. Here are some real-world examples of 2022 efficiency initiatives that do not involve further cuts to bandwidth. This is the second blog in Accomplish’s two-part series on the ROI of business intelligence (BI).

So far this year, starting from the core design group, the number of asset management firms in the new Behavioral Benchmark has doubled.

This has created lots of opportunities for us to understand the common questions people ask when considering joining the benchmark.

Here are the top 5 frequently asked questions.