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.
1. What is client experience (CX)?
2. What is the business case?
3. Should you focus on what clients say or what they do?
4. Is CX art or science?
5. What does the latest data say?
For the answers, check out Accomplish’s Asset Management CX 2024 update.
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.
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.
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?
At Accomplish, we recognize that some asset managers may need support, whether with developing and implementing strategies to respond to their Client Behavior Benchmark results, or with organizing their client behavior data.
To meet this need, Accomplish maintains exclusive behavioral consulting partnerships with Baringa and KWP Consulting.
Can you name 7 behavioral biases you should incorporate into your sales funnel? And what is the behavioral science behind a 5-level client retention strategy? To give firms a new competitive edge, Accomplish has launched two ground-breaking playbooks that show asset managers HOW they can outperform at engaging clients while, at the same time, giving them a better experience.
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.
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.
Actions speak louder than words, so asset managers should measure client behavior to focus their organization on what matters most (which is whether or not clients buy, stay, or buy more), and what you can do to stimulate client behavior. In contrast, humans are tricky creatures, so you cannot rely fully on what they say. This makes actions, not words, the reliable indicator of demand and, therefore, it makes client behavior data the perfect business intelligence: meaningful, commercial, and professional.
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