Here’s a story asset managers can be proud of – a breakthrough in how the industry leverages behavioral science to improve investment client experience (CX). This innovation, the CX Benchmark, allows firms to tap into valuable client behavior data that’s already in their systems. If your firm isn’t part of the benchmark yet, now is the time to join. Take control of your client data, uncover powerful insights, and drive better engagement.
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.
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.
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?
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.
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.
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.
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.
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).
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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