The Asset Management

Client Behavior Benchmark

The global asset management industry’s benchmark of client behavior

At Accomplish, we run the asset management Client Behavior Benchmark – the industry’s benchmark of institutional client behavior that spans the Americas, EMEA, and Apac.

At the executive level, you can pinpoint your out- and under-performance across the client journey – from digital and in-person engagement to sales conversion, client retention, and products per client. Accomplish’s expert insights and recommendations will support and guide you.

At the business management level, you can identify your priorities by filtering and sorting your data, selecting different tolerance levels for variance from the benchmark. Across the benchmark, you can export all data and visualizations.

At the subject-matter expert level, you can interact with your data, see statistical trends, and calculate the impact on your revenue of your out- or underperformance.

“We used to think we ‘did’ insights well, but it turns out we were just paddling in the shallow end.”

A Head of Business Intelligence

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.

Measure client engagement to manage your effect on whether clients buy, stay, and buy more – and the data is already in your systems >>

The asset management Client Behavior Benchmark – business intelligence that pays for itself

Typical buyers are in the roles that shape distribution strategy: Business Managers, Heads of Client Insights / BI, Client Engagement leads, and Marketing Directors.

Use cases – they are using the benchmark to:

Exploit their strengths as locations for their most important calls-to-action (CTAs) and behavioral nudges.
Identify weaknesses in their client journey and fix them with nudges.
Strengthen links between marketing and sales.
Keep their sales funnel as wide as possible for as long as possible.
Quantify the revenue impact of the effect they had on institutional client behavior.
Set targets: sales conversion, client tenure, and products per client.
Respond quickly to changes in client behavior.

Manage your effect on whether clients buy, stay, and buy more – the asset management sales funnel is not an inverted triangle: in a relationship business you must do more than just get clients to buy. Your sales funnel is actually an Hourglass of buying, staying, and buying more, so the asset management Client Behavior Benchmark tracks all the high-ROI behaviors along this end-to-end journey.

“You [Accomplish] have a really cool dataset – it’s basically out- and underperformance across ‘the everything else.”

A senior manager after their firm signed up for the third consecutive year.