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CX is an ‘effect’ you ‘cause’ that manifests itself in what clients say (feedback) and what they do (behavior). Feedback is qualitative while behavior is quantitative – measurable along the client journey in either ‘gifts of time’ or transfers of money. If your CX underperforms at engaging clients, they will give their time to your competitors … and then their money.
Read on for common pitfalls and best practices.
- Adam Grainger
Do you want to promote the excellence of your company’s client experience (CX)? Can you prove that you excel? If not, this article is for you. To let you make this claim, this page lets you download the asset management CX Data Readiness Check so you can take a free trial of the Client Behavior Benchmark and discover where you outperform.
- Adam Grainger
What is client experience (CX)? How does it work? And why should you care? These are the fundamentals of CX, but why should you care about the fundamentals of anything? Because of what we learn from Michael Jordan: “Get the fundamentals down, and the level of everything you do will go up.”
- Adam Grainger
In a changing landscape in which only the most adaptable should expect to survive, Distribution Leadership Teams can use this blueprint to manage the contribution of their pre- and post-sales CX to their quarterly financial results.
- Adam Grainger
If 1) you define client engagement as ‘time given’ plus ‘money spent’ and 2) you underperform at engaging clients, by definition, they will give their time to your competitors … and then their money too. This makes client engagement a vital battleground. The Client Behavior Benchmark is THE benchmark of institutional client engagement. Read on to discover 1) how to win the battle for client engagement in 3 moves, 2) who rates the Benchmark, and 3) how you can join the new wave of firms via a free trial.
- Adam Grainger
The IAEngine is the UK Investment Association’s FinTech accelerator, and it was Accomplish’s privilege to be its featured FinTech across the month of April 2024. Thank you to Henry Bewley and the whole team at the IA Engine for showcasing the Client Behavior Benchmark. Watch the video to discover our answers to Henry’s three questions: 1) what does the Benchmark let asset managers do that they couldn't do before, 2) how did this unique new capability come about, and 3) what should asset managers do now?
- Adam Grainger
The UK’s Consumer Duty expects firms to “take behavioral biases into account” while ensuring they “avoid inappropriately manipulating them” and to have “Board-level data and metrics” to demonstrate compliance. Check out Accomplish’s playbooks for 7 behavioral biases you should incorporate into your sales funnel and the behavioral science behind a 5-level client retention strategy. Both guides cover best practices, mistakes to avoid, and metrics to monitor.
- Adam Grainger
Would you trust data-driven insights if you knew the data quality checks had been neglected? What, even, is the point of a person saying they are data-led if they do not ensure their data is clean?
For Accomplish, nothing is more important than the integrity, confidentiality, and availability of our clients’ data, so we thought you would appreciate this summary of the checks we perform.
- Jonathan Attoh
The most common question people asked Accomplish in 2023 was whether we use artificial intelligence (AI) to analyse client data from the Client Behavior Benchmark and create recommendations. The answer is no. Read on to discover why.
- Adam Grainger
