The Asset Management
Client Behavior Benchmark
Pinpoint, in time and money, where your CX out and underperforms
At Accomplish, we run the asset management Client Behavior Benchmark that lets firms pinpoint, 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’.
Therefore, 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, exploit Accomplish’s specialist insights, data-led hypotheses, and unconflicted recommendations:
- Ensure marketing, sales, and service flow seamlessly into a coherent client journey.
- Pinpoint abnormal client leakage on your sales funnel.
- Leverage patterns of client behavior.
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.”
Data is valuable, but insights are vital. Watch this demo to see the Client Behavior Benchmark in action.
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
- Book a personal tour.
- Check the readiness of your CX data.
- Pinpoint 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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