Resources and playbooks
Seize the power of client behavior as a new source of competitive edge with our free research and implementation playbooks.
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? The Client Behavior Benchmark let’s asset managers see WHERE they out- and underperform at getting time and money from clients, aka ‘client engagement’. 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.
What digital experiences are asset managers giving to institutional clients today through portals, and what are they planning for the future? Which services are the same through a portal, which can you improve, and which ones enable you to generate entirely new value? And how are firms tracking clients’ online behaviors to ensure the ongoing relevance of their digital experiences?
Accomplish’s research into ESG-related client behaviors shed light on the nature of clients’ demand for ESG investment services and raised the potential for this to shift. Asset management firms will need skills and budget to serve the needs of greater volumes of experienced clients and their product strategies may also need to evolve. This will present strategic opportunities and threats.
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 on what they say. This makes actions, not words, the reliable indicator of demand and, therefore, it makes client behavior the perfect business target: meaningful, commercial, and professional.
