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Introducing Walaa Elsayeh, Client Behavior Director

Welcome to my digital corner on this universe! I am Walaa Elsayeh, a passionate behavioral scientist who has joined Accomplish as Client Behavior Director – bringing even more science to the ways asset managers can stimulate client behaviors.

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Commercially actionable insights from data you already own
News

Commercially actionable client insights from data that is already in your systems

In this article, we define three levels of client insights and describe the opportunity gained from exploiting each one. We go on to explain how this sort of business intelligence will separate winners from losers and how the data you need for it is already in your marketing and CRM systems. As a result, you can now be more discerning about paying a premium for client insights from an external provider’s black box.

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News

The 7 Client Behavior Benchmark use cases

From a behavioral perspective, the asset management sales funnel is NOT an inverted triangle. It is an hourglass of buying, staying, and buying more. While this may be news to some people, it is a fact and the reason why the 7 use cases of the Client Behavior Benchmark will separate winners from losers. To spread the word, this blog gives you a simple explanation of each use case. We see it as a survival guide for asset managers navigating the current market environment – and the client behavior data you need for it is literally sitting in your systems waiting to be extracted and exploited.

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News

How to measure asset management client engagement

In September 2023, Accomplish unveiled the Client Behavior Benchmark at DCE Connect – the annual invite-only asset management client engagement conference for MDs and senior managers. In a keynote speech, Adam Grainger explained how to measure client engagement, demonstrated how the Client Behavior Benchmark is helping investment firms keep their sales funnel as wide as possible for as long as possible – and the data is already in your systems. On completion of the conference, attendees placed behavioral insights at the top of their list of 2024 investments.

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News

The making of the Client Behavior Benchmark

Here is a story asset managers can be proud of. It is the tale of how an industry-wide innovation initiative brought behavioral science to the discipline of investment client experience (CX). Because of it, you can now use the Client Behavior Benchmark to capitalise on the often over-looked client behavior data that’s already in your systems. If you are not already in the benchmark, in your interests and those of your clients, join in, take control of that data and exploit it.

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News

Accomplish becomes IA Engine FinTech Member

We are proud to announce that Accomplish has become a FinTech member of the UK Investment Association’s IA Engine. “The Engine identifies, develops, and accelerates firms with innovative solutions, facilitating adoption of technology” across the IA’s members that manage £9.4 trillion of assets.

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News

Keep your sales funnel wider than your competitors

In this video, Adam Grainger discusses with Gabriela Martins da Silva how asset managers are learning to keep their sales funnels wider than their competitors. To learn more, request an invitation to attend WBR’s upcoming Digital Client Engagement Connect event when Adam will give the keynote speech.

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News

5,000 trees planted!

We are thrilled to announce that our Nurturing the Future project has hit its latest milestone – 5,000 trees planted! But where are all these trees? And why did we choose to support certain reforestation projects?

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Pinpointing asset management client leakage
News

Pinpointing asset management client leakage

Accomplish is excited to announce new functionality in the Behavioral Benchmark. In trials, it let asset managers pinpoint abnormal institutional ‘client leakage’. We call it the ‘Gift of Time’ and firms are now using it to keep their sales funnels as wide as possible for as long as possible. In combination with the recent addition of quantifiable revenue impacts, the Gift of Time completes the benchmark’s contribution to asset managers’ quarterly business reviews.

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News

New features for the Client Behavior Benchmark

We have rolled out new features to the Behavioral Benchmark. In this video Jonathan Attoh, data scientist, takes you through the key ones: new fields, customizable flags, and a dollarization feature that you can use in your ROI calculations.

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asset management quarterly business review
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A template asset management quarterly business review

At Accomplish, we believe the asset management quarterly business review (QBR) will replace the annual distribution strategy because it lets you keep pace with the speed of change in today’s markets. To adapt more effectively than your competitors we believe your QBR needs to balance sufficient rigor with an ‘essentials-only’ approach. To achieve this, we propose a QBR template for institutional distribution professionals that incorporates vital lessons fighter pilots have learned about battling for supremacy in high-stakes situations. We hope you find it useful.

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News

TSAM video London 7 and 8 June.

What is the Behavioral Benchmark, how does it work, and what are asset managers doing with it? Discover the answers to these questions from Adam Grainger, Founder and MD of Accomplish. And if you attend TSAM London on 7 and 8 June 2023, visit the Accomplish stand to learn more.

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