At Accomplish, we run the Behavioral Benchmark.
Designed for asset managers by asset managers, it yields vital business intelligence about how well you are getting clients to buy, stay, and buy more.
“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 client behavior the reliable indicator of demand.
✓ Connect your distribution strategies
✓ Target strategic behaviors
✓ Make science-based decisions
✓ Optimize for behavioral differences
✓ Complete your business intelligence
“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
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.
See your end-to-end effect relative to peers on whether clients are buying, staying, or buying more. Identify your highest priorities, greatest strategic opportunities, and biggest challenges. And then drill down into specific metrics, interact with the data, and leverage independent expert interpretations.
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.
