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New features for the Behavioral 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
News

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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News

Asset management business intelligence

The big news is that the Behavioral Benchmark is now calculating the dollar impact of asset managers’ abilities to get institutional clients to buy, stay, and buy more. If, as the Financial Times has reported, “the golden decade is over” for asset managers, then you should exploit these strategic and dollarizable client behaviors to calculate the ROI of different distribution activities. This will keep you ahead of the competition and out of trouble.

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News

The asset management sales funnel is an hourglass

The asset management sales funnel is an hourglass that comprises buying, staying, and buying more. This is important because a traditional sales funnel that only includes ‘buying’ would expose an asset manager to the risk of lower growth. The Behavioral Benchmark is now helping firms see where on this end-to-end sales funnel they out- and under-perform their peers. Click for more information about this upgrade.

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ROI of business intelligence
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The ROI of business intelligence

Staff in asset management firms are under renewed pressure to do more with less, yet they already had almost no spare bandwidth. Here are some real-world examples of 2022 efficiency initiatives that do not involve further cuts to bandwidth. This is the second blog in Accomplish’s two-part series on the ROI of business intelligence (BI).

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Behavioral benchmark FAQs
News

Behavioral Benchmark FAQs

So far this year, starting from the core design group, the number of asset management firms in the new Behavioral Benchmark has doubled.

This has created lots of opportunities for us to understand the common questions people ask when considering joining the benchmark.

Here are the top 5 frequently asked questions.

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News

The Accomplish behavioral analytics platform

See your end-to-end effect relative to peers on whether clients are buying, staying, or buying more. Identify your highest priorities, greatest strategic opportunities, and biggest challenges. And then drill down into specific metrics, interact with the data, and leverage independent expert interpretations.

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Benchmark of Intermediary Client Behavior
News

Announcing the Benchmark of Intermediary Client Behavior

The benchmark of asset management client behavior goes to the heart of whether institutional clients are buying, staying, or buying more. But intermediary clients have different buyers, influencers, and goals, so Accomplish is working with a quorum of firms on the launch of a twin benchmark of intermediary client behavior focussed on wholesale and advisory relationships.

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climate-related client behaviors
News

ESG client behaviors research – prepare for more challenge

We are pleased that ESG Investor has showcased our ESG client behaviors research. “As their sustainable investment priorities evolve, institutional and intermediary clients will increasingly grill asset managers”, displaying a greater prevalence of category 6 and 7 behaviors. Or, in plain English, fund managers should prepare for more challenge.

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Asset management client tenure
News

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

The most cost-effective business intelligence on the market?

Here’s part 1 of a blog series on the ROI of BI – if you are involved in 2023 planning, you will need the best business intelligence (BI) and frequent updates in case you need to adjust your direction. And you will need it to deliver a return on investment (ROI) as you justify all spending. In this first blog, we present the asset management Behavioral Benchmark as the most cost-effective solution on the market.

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