We have rolled out new features to the Client Behavior Benchmark. In this video Jonathan Attoh, data scientist, takes you through the key ones:
- New dashboard fields to help you filter and prioritize your metrics.
- Customizable flags and threshold levels to help you fine-tune your prioritization.
- A dollarization capability – that enables you, the asset manager, to calculate the dollar impact of your institutional client experience.
With the User Group of participating firms driving the change agenda, we are confident these features will increase the value asset managers gain from the benchmark.
If you attend TSAM London on 7 and 8 June 2023, visit the Accomplish stand to learn more.