At Accomplish, we run the Behavioral Benchmark.
Designed for asset managers by asset managers, it is a revolutionary business intelligence tool that completes a firm’s BI by combining behavioral analytics with segment-specific client journeys.
“This is exactly the type of data we've been looking for – clients, markets, and competitors.”
We all know that actions speak louder than words. This makes data on client behavior the essential complement to client feedback.
✓ Complete your business intelligence with behavioral data.
✓ Optimize for behavioral differences.
✓ Science-based decision-making.
✓ Connect your distribution strategies.
✓ Alleviate clients’ survey fatigue.
“This is ‘miles ahead’ of anything else. Everybody wants to know this.”
Over-supply of investment products has shifted bargaining power to clients. Like you, they are consumers in the experience economy too, so they can recognize good client experience as well as its absence. This has driven demand for CX from B2B asset management firms. Unlike other ways to make your firm stand out, the experience you give to your clients is entirely under your control. We all know that “what gets measured gets managed,” so if you want to manage your CX, you must measure it. Exploit the benefits of the Behavioral Benchmark
If you are involved in 2023 business planning, you will need the best information and frequent updates in case you need to adjust your direction. And you will need it to be reasonably priced as you justify all spending. Here is our assessment of the Behavioral Benchmark’s cost-effectiveness.
Is your BI ready to support next year’s business plan? The Behavioral Benchmark is a new business intelligence (BI) tool that ‘early adopter’ asset managers are now using to solve real-world problems. This case study is one of a series that demonstrates the value of incorporating client behavior into your business planning.
Asset managers are now exploiting new behavioral analytics capabilities. They are being enabled by previously unavailable business intelligence from the Behavioral Benchmark as its time series lengthens. There are commercial implications to these new developments – click here to learn more.
Want to know more about asset management behavioral benchmarking? Send us an e-mail. We would love to hear from you. Or follow us on LinkedIn.
