Asset management client engagement playbooks

In brief

Can you name 7 behavioral biases you should incorporate into your sales funnel? And what is the behavioral science behind a 5-level client retention strategy?

The Client Behavior Benchmark let’s asset managers see WHERE they out- and underperform at getting time and money from clients, aka ‘client engagement’. To give firms a new competitive edge, Accomplish has launched two ground-breaking playbooks that show asset managers HOW they can outperform at engaging clients while, at the same time, giving them a better experience. 

On this page, you can download your free asset management client engagement playbooks ⬇️ watch the video 🎥 or just enjoy discovering by reading our blog 📖

We are delighted that, Engine, the UK Investment Association’s FinTech hub featured this article here.

See WHERE
you outperform at engaging clients

The Client Behavior Benchmark lets asset managers see WHERE they out- and underperform at getting time and money from clients, aka client engagement.

With these insights, firms are managing their institutional sales funnels and end-to-end client journeys holistically – across marketing, sales, and service.

With pinpoint accuracy, they can now identify areas of underperformance, act to fix them and, in so doing, combat client leakage by actively managing their effect on whether clients buy, stay, and buy more.

What if your client engagement underperforms?

In an over-supplied market, if you underperform at engaging clients with your products, they will give their time to your competitors … and then their money.

Asset management client engagement playbooks: HOW to outperform

Gifts of time and transfers of money are behaviors and so Accomplish has published two ground-breaking playbooks on HOW to outperform using behavioral science while, at the same time, giving clients a better experience:

  • Promote and Sell reveals 7 behavioral biases marketing and sales teams should incorporate into their sales funnels to convert one client engagement into another.
  • Serve and Retain unearths the behavioral science behind a 5-level client retention strategy for relationship and service teams.

In plain English, the playbooks 1) explain what makes humans take action, 2) explore the behavioral science you should incorporate into your sales funnel and end-to-end client journey, and 3) highlight common mistakes and simple best practices.

To let Accomplish’s benchmarking clients track their success, the asset management client engagement playbooks integrate directly with the KPIs in the Client Behavior Benchmark.

Asset management client engagement playbooks

Download your free playbooks

In sum, we broke down ‘client engagement’ into its component behaviors and categorised them for:

  • Marketing and sales teams.
  • Service and relationship teams.

The playbooks show asset managers HOW they can use statistically-proven behavioral techniques to outperform at stimulating the behaviors they want to see their clients display.

Click below to download your free copies.

Promote and Sell

7 behavioral biases marketing and sales teams should incorporate into their sales funnels to convert one client engagement into another.

Serve and Retain

The behavioral science behind a 5-level client retention strategy for relationship and service teams.
Adam Grainger

Adam Grainger

Behavioral analytics | Business intelligence | Asset management

Promote and Sell

Fill in this form and we’ll send you the download link for your free copy of the playbook.

So you can start incorporating behavioral science across your sales funnel immediately.

Serve and Retain

Fill in this form and we’ll send you the download link for your free copy of the playbook.

So you can start incorporating behavioral science across your client journey immediately.

Find out

Please fill in this form and we’ll send you the download link for our brochure right away.

Find out

Please fill in this form and we’ll send you the download link for our brochure right away.