The Asset Management
Client Behavior Benchmark
Are you converting time into money? Find out with the Client Behavior Benchmark
At Accomplish, we run the asset management Client Behavior Benchmark that lets firms discover, in time and money, where their institutional CX out- and underperforms.
If your CX underperforms at engaging clients, they will give their time to your competitors … and then their money.
This is possible because while most client engagements are gifts of time others involve transfers of money making them ‘dollarizable’.
“By codifying and quantifying the behavioral sales funnel, you have created extreme value.”
A unique global dataset covering 30 key touch points across the institutional client journey.
Designed for asset managers by asset managers – the Benchmark was purpose-built and is maintained by a group of medium to large firms with diversified product ranges and a desire to differentiate themselves through CX.
“If another asset manager is having an enviable effect on the behavior of our client, we want to know so we can exceed it, emulate it, or defend against it.”
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
Key details about the
Asset Management Client Behavior Benchmark
Packages and typical buyers
- All metrics – Distribution COOs, heads of client experience / engagement, client insights, business intelligence.
- Sales experience – heads of marketing and sales enablement.
- Post-sale experience – heads of post-sale services.
Take the free trial
Get started immediately with Accomplish’s asset management CX Data Readiness Check and then take a free one-quarter trial to get an independent assessment of your CX – insights, hypotheses, and recommendations.
Use it to inform your CX design and priorities, and to set yourself market-led targets.
Other options available if you want to monitor them over time and make sure your CX initiative lives on and doesn’t fall prey to complacency.
What if you do not join the Benchmark?
You do not have to join – the choice is yours – but the alternatives come with disadvantages.
“We used to think we ‘did’ insights well, but it turns out we were just paddling in the shallow end. This is high-ROI stuff!”
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