The Asset Management
Client Behavior Benchmark
If you underperform at engaging clients, they will give their time to your competitors … and then their money
At Accomplish, we are behavioral scientists who run the global asset management Client Behavior Benchmark.
The problem – to win the battle for engaging clients with your products, you need to find out how you compare against other asset managers.
The solution – the Client Behavior Benchmark is a unique benchmark of the institutional client engagement data: snapshots in time, and a 2-year time series.
- See, in time and money, WHERE you out- and under-perform at stimulating client engagement.
- Manage your institutional sales funnel and end-to-end client journey holistically – marketing, sales, and service.
- Combat client leakage by actively managing your effect on whether clients buy, stay, and buy more.
The solution (part 2) – check out Accomplish’s behavioral playbooks to discover HOW to outperform at engaging clients while, at the same time, giving them a better experience.
“By codifying and quantifying the behavioral sales funnel, you have created extreme value.”
Adam Grainger explains how to use the asset management Client Behavior Benchmark to keep your sales funnels as wide as possible for as long as possible.
The strong are getting stronger … discovering where they underperform and fixing it
The asset management Client Behavior Benchmark – business intelligence that pays for itself
Typical buyers
- All metrics – Distribution COOs, heads of client engagement, client insights, business intelligence.
- Promote and Sell – heads of marketing and sales enablement.
- Serve and Retain – heads of post-sale service and client experience.
Choose the package you need
Coherent, purposeful, and practical packages give you control over the metrics you participate in. Promote and Sell is for marketing and sales teams, and Serve and Retain is for relationship and service teams. Both include measures of the relevant gifts of time and transfers of money for these areas.
Contact us to discuss ways you can access the dataset
See where you out- and underperform for free with our no-obligation trial, and then upgrade (as you wish) to a one quarter snapshot or four quarters’ worth of the time series and trend lines (which is where most firms end up).
What if you do not join the Benchmark?
Check out our evaluation of the alternative scenarios.
Data integrity
At Accomplish, nothing is more important to us than the confidentiality, integrity, and availability of our data. Learn more about how our quality checks protect data integrity and ensure comparability.
Position on artificial intelligence
Lastly, 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. Click-through to discover why.
“We used to think we ‘did’ insights well, but it turns out we were just paddling in the shallow end.”
