How to keep your sales funnel wider for longer

In September 2023, Accomplish unveiled the Client Behavior Benchmark at DCE Connect– the annual invite-only asset management client engagement conference for MDs and senior managers.

Here is a video of Adam Grainger’s speech.

In it, he defines client engagement, explains what asset managers can do about it, and demonstrates how the Client Behavior Benchmark was purpose-built to help investment firms measure client engagement and manage their effect on whether clients buy, stay, and buy more.