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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.
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.
We are thrilled to announce that our Nurturing the Future project has hit its latest milestone – 1,500 trees planted! And we wanted to take this opportunity to give you a round-up of its achievements and next milestone.
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
Effective marketing, sales, and service stimulate observable and measurable client behaviors. Design distribution strategies to encourage the client behaviors you need to achieve your goals. Track your progress relative to your peers.
Accomplish has had a great year! We have helped asset managers develop in-house CX measurement capabilities that have enabled them to differentiate through client experience. Read on to learn about the new BI tool that has made this possible, our objectives for next year, and how you can leverage these developments to establish your firm’s CX measurement capability in 2022.
I am Jonathan Ronald Attoh (Jon), Accomplish’s Client Experience Analyst. It is with great joy and excitement that I write this blog to introduce myself and give you insights into who I am, my responsibilities, and what I intend to achieve.
The Client Behavior Benchmark was designed by asset managers for asset managers. Through the self-governing User Group you, the asset manager, remain in charge of the benchmark. This gives you access to new tools and data, a safe environment for sharing best practices, and the ability to shape the benchmark’s future. This makes the benchmark self-strengthening and aligned to asset managers’ needs.
Accomplish’s Nurturing the Future project has planted its first 500 trees in honour of our clients. As more follow, we look forward to our client relationships growing alongside the trees in their neighbouring forests.

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