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For most asset managers, client experience has become THE reliable differentiator
Control what you can control
Complete your business intelligence with behavioral data
Importance of measuring client behavior
What humans do can dramatically contradict what they say. If you want the true story, focus on what they do:
- Why asset managers should measure client experience
- How leading asset managers are measuring client experience
- Why asset managers measure client behavior
How to prevail in high-stakes situations? If, as the Financial Times has reported, “the golden decade is over” for asset managers, institutional distribution professionals need to adapt more effectively than their competitors. Accomplish’s latest research proposes a quarterly business review (QBR) template that applies vital lessons fighter pilots have learned about battling for supremacy in high-stakes situations. We hope you find it useful.
What digital experiences are asset managers giving to institutional clients today through portals, and what are they planning for the future? Which services are the same through a portal, which can you improve, and which ones enable you to generate entirely new value? And how are firms tracking clients’ online behaviors to ensure the ongoing relevance of their digital experiences?
Accomplish’s research into ESG-related client behaviors shed light on the nature of clients’ demand for ESG investment services and raised the potential for this to shift. Asset management firms will need skills and budget to serve the needs of greater volumes of experienced clients and their product strategies may also need to evolve. This will present strategic opportunities and threats.