The Asset Management Behavioral Benchmark

Because actions speak louder than words

How asset managers are using behavioral benchmarking

There are many new things you can do with the benchmark. Here are the most common use cases we hear from asset managers:

Complete your business intelligence

Now that we can measure and compare our effect on our clients’ behavior, we can see our end-to-end client journey. We embed these insights into our business intelligence to complete our 360-degree view of our clients. Read more

Connect your distribution strategies

Marketing, sales, and service are about encouraging observable and measurable behaviors in our clients. Use the benchmark to define your strategic objective and the client behaviors your various teams will need to stimulate in order for you to achieve it. Read more. Or check out a case study.

Target client behaviors

Incorporate client behavior into your business planning. Target and monitor your effect on clients to achieve your strategic objective. This will help you respond more effectively to a volatile environment. Read more 

Asset Management CX Benchmarking

Optimize for behavioral differences

We are aligning our internal structures with differences in client behavior, for example, across geographic regions, between client segments, and within our own organization. Read more

Science-based decision-making

Asset managers are using new behavioral analytics capabilities to take science-based decisions about their client journeys. They are being enabled by the Behavioral Benchmark, which is yielding previously unavailable business intelligence as its time series lengthens. Read more

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

A Head of Analytics and Insights

What makes the
Behavioral Benchmark

Designed for asset managers by asset managers, it has three unique features:

Behavioral analytics

Actions speak louder than words. So, if you want the true story about your client experience, you need to measure their behavior as well as their feedback. You can now do this without disrupting them.


Segment-specific client journeys

Some aspects of your client journey will matter to all clients, while others will matter more to some and not at all to others. The benchmark addresses this with segment-specific client journeys – institutional and intermediary, across the Americas, EMEA, and Apac.


A self-governing user group

Access new analytic tools and insights, explore best practices in a safe environment, and shape the benchmark’s future. These discussions (fuelled by consistently gathered data) are helping the strong get stronger.


“Now they can see CX in a tangible form,
our teams across the business have really engaged in the topic.”

A Head of Client Experience

A revolutionary business intelligence tool

Because the Behavioral Benchmark measures touchpoints across the end-to-end client journey it yields vital and previously unavailable business intelligence.

Accomplish’s analytics and visualizations enable you to see your end-to-end client experience, drill down into target behaviors, as well as put things in perspective.

A dashboard will let you see the highlights and lowlights at-a-glance, which you can then filter by different factors, for example, by behavioral effect, client segment, or region.

For those who love to geek out, you can drill down into individual client behaviors and explore intuitive visualizations, specialist narratives about trends and seasonal variations, and relationships between different touchpoints. For example, in a particular area, you may find out that your firm is operating in a completely different ballpark to others – perhaps clients are giving you twice as much ‘face-time’ as other asset managers, but perhaps your peers are comfortable with that because their depth of wallet is greater.

The benchmark also helps you keep things in perspective by demonstrating that not all client behaviors are equal. For example, two behaviors – downloading a podcast and saying ‘yes’ in response to your pitch – may both display a large range of results across firms. Even though neither behavior is unimportant, one is certainly more valuable than the other. Check out how asset managers are using leading and lagging indicators to incorporate target client behaviors into their distribution strategies.

The most cost-effective business intelligence on the market?

Option 1: Just start measuring client behavior for free

  • Pull the Helix© taxonomy off the shelf and start measuring immediately in a way that you will be able to compare against your peers.
  • Accomplish’s quality checks will give you peace of mind that your data is clean.
  • Receive Snapshot Reports on how your firm compared, in one region, in one client segment, and for the metrics you submitted.
  • Explore key insights on your data from independent specialists.
  • Exploit the power of the benchmark’s User Group.
  • The most cost-effective business intelligence on the market? 

Option 2: Become a premium client

  • Gain access to advanced analytics and unlock trends in the dataset, analyse relationships between metrics, and forecast and influence your effect on client behavior.

  • Explore extra regions, add client segments, and view all metrics.

  • Delve into our online analytics platform and complete your 360-degree view of clients by integrating the insights into the rest of your BI.

Find out

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