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.

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.

In this article, we define three levels of client insights and describe the opportunity gained from exploiting each one. We go on to explain how this sort of business intelligence will separate winners from losers and how the data you need for it is already in your marketing and CRM systems. As a result, you can now be more discerning about paying a premium for client insights from an external provider’s black box.

In September 2023, Accomplish unveiled the Client Behavior Benchmark at DCE Connect – the annual invite-only asset management client engagement conference for MDs and senior managers. In a keynote speech, Adam Grainger explained how to measure client engagement, demonstrated how the Client Behavior Benchmark is helping investment firms keep their sales funnel as wide as possible for as long as possible – and the data is already in your systems. On completion of the conference, attendees placed behavioral insights at the top of their list of 2024 investments.