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.

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.