Resources and playbooks

Seize the power of client behavior as a new source of competitive edge with our free research and implementation playbooks.

‘Promote and Sell’ is the first of two interlocking playbooks. It aims to give you a new competitive edge by showing how you can use behavioral science to increase conversion from one client engagement on your sales funnel to another. In it, Accomplish explains what makes humans take action, reveals 7 behavioral biases you should deploy and, for each bias, explores common mistakes, best practices, and ‘benchmarkable’ tips.

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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?

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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.

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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.

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