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 client experience (CX) out- and underperforms.
This is possible because while most client engagements are gifts of time others involve transfers of money making them ‘dollarizable’.
If your CX underperforms at engaging clients, they will give their time to your competitors … and then their money.
“By codifying and quantifying the behavioral sales funnel, you have created extreme value.”
Use cases
Once you have decided to stand out through your CX, arm yourself with Accomplish’s specialist insights, hypotheses, and recommendations:
- Quantify the revenue impact of your CX,
- Inform your priorities, CX targets and transformation, and
- Monitor your ongoing marketing, sales, and service inputs as a single coherent client journey.
Click for more about the 7 use cases that are separating winners from losers.
Designed for asset managers by asset managers
The Benchmark was purpose-built by medium to large firms with diversified product ranges and a desire to differentiate themselves through CX. The result is a unique global dataset that lets your C-suite monitor “how clients behave at every stage of the journey and whether you achieved good outcomes for them.” #ConsumerDuty
“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
3 steps to CX excellence
- Check the readiness of your CX data – learn how and download the check here.
- Book a demo here to discuss your free trial in the Benchmark.
- Discover, in time and money, where your CX out and underperforms at engaging clients.
Packages and typical buyers
- All metrics – Distribution COOs, heads of client experience / engagement, client insights, business intelligence.
- Pre-sale experience – heads of marketing and sales enablement.
- Post-sale experience – heads of post-sale services.
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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