Measure, compare and predict your client's behavior

At Accomplish, we run the Behavioral Benchmark.

Designed for asset managers by asset managers, it yields commercially actionable business intelligence about how well you are getting clients to buy, stay, and buy more.

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Trees planted so far!
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Trees planted so far!

“This is exactly the type of data we've been looking for – clients, markets, and competitors.”

A Head of Analytics and Insights

Humans are tricky creatures

We all know that actions speak louder than words. This makes client behavior the reliable indicator of demand.

Benefits of behavioral benchmarking

✓ 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.”

A Global Head of CX

For most asset managers, client experience has become THE reliable differentiator

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

The most cost-effective business intelligence on the market?

asset management client tenure
News
Adam Grainger

Case study: A scientific approach to asset management client tenure

You always want average client tenure to go up, right? Wrong. As economic clouds gather, asset managers are focusing on how they will keep their clients. But, bluntly, your organization can only be half-serious about retaining clients unless it measures and interprets the age of their relationships. That’s where the Behavioral Benchmark performs an essential function and, at Accomplish, we are pleased to share this 5-step framework for managing the dynamics of tenure data.

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cost-effective business intelligence
News
Adam Grainger

The most cost-effective business intelligence on the market?

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.

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News
Adam Grainger

Case study: align your BI with your business planning

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.

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Get in touch

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.