Here’s part 1 of a blog series on the ROI of BI – if you are involved in 2023 planning, you will need the best business intelligence (BI) and frequent updates in case you need to adjust your direction. And you will need it to deliver a return on investment (ROI) as you justify all spending. In this first blog, we present the asset management Behavioral Benchmark as the most cost-effective solution on the market.
Is your business intelligence (BI) fit-for-purpose? Client behavior is the reliable indicator of demand, which is why the Behavioral Benchmark is helping leading asset managers solve real-world problems, like how to get clients to buy, stay, and buy more. This case study explores ‘staying’ and ‘buying more’, and records an asset manager’s journey to being able to measure and compare demand in the real world.
Asset managers are now using new behavioral analytics capabilities to make science-based improvements to their client journeys. They are exploiting the Behavioral Benchmark to convert previously unavailable business intelligence into commercial value. Read on for lots of examples.
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.
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