Asset management client tenure

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 Client Behavior Benchmark performs an essential function and, at Accomplish, we are pleased to share this 5-step framework for managing the dynamics of tenure data.

cost-effective business intelligence

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.

Case study: align your BI with your business strategy

Is your business intelligence (BI) fit-for-purpose? Client behavior is the reliable indicator of demand, which is why the Behavioral Benchmark is helping leading asset managers solve real-world problems, like how to get clients to buy, stay, and buy more. This case study explores ‘staying’ and ‘buying more’, and records an asset manager’s journey to being able to measure and compare demand in the real world.

New behavioral analytics capabilities

New behavioral analytics capabilities

Asset managers are now using new behavioral analytics capabilities to make science-based improvements to their client journeys. They are exploiting the Behavioral Benchmark to convert previously unavailable business intelligence into commercial value. Read on for lots of examples.

behavior-driven distribution strategy

The behavior-driven distribution strategy

The annual planning season will soon be upon us but as Mike Tyson put it, “everyone has a plan until they get punched in the mouth.” Will you set yourself up to respond to the punches more effectively than your competitors? A behavior-driven distribution strategy is a cost-effective way to achieve this in a volatile environment: exploit relationships between client behaviors across segments, markets, and competitors.

Regional differences in client behavior

Regional differences in client behavior

Geographic location influences behavior, so asset managers are now comparing regional differences in client behavior. This is enabling them to optimise the alignment between their internal structures and geographic differences in their behavioral results.

alleviate clients’ survey fatigue

Alleviate clients’ survey fatigue

Instead of just giving clients more empty boxes to fill, analyze their experiences without disrupting them, consult them in an informed way, and discuss your findings and plans with them. Why? Because they are inundated with requests for feedback and it results in a poor experience for them and incomplete business intelligence for the asset manager. This article explains how you can alleviate clients’ survey fatigue with behavioral benchmarking

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