Accomplish Benchmarking

This week, Adam Grainger had the pleasure of discussing with Nicolas Firzli the importance of considering how consumers behave to achieving good outcomes for them: 📊 Incremental 'gifts of time' ⏱️ that you can stimulate in order to maintain engagement. 📈 As well as the Big 3 dollarizable behaviors 💰– buying, staying, and buying more. #ClientEngagement #BehavioralAnalytics #ClientInsights #BusinessIntelligence #AssetManagement #ClientExperience #ClientBehaviorBenchmark

How can you “oversee client behavior at every stage of the journey and provide evidence that you have achieved good outcomes?” #ConsumerDuty Why is this important? Understand the theory, see it in action with real data, and get an insight into the future direction of travel.  Click to watch Adam Grainger’s presentation to Digital Client Engagement 2024 – the invitation-only forum for Heads of #DigitalMarketing and #ClientEngagement from Europe’s top asset managers. https://lnkd.in/ergNPpW5 #ClientEngagement #BehavioralAnalytics #AssetManagement #ClientExperience #ClientBehaviorBenchmark #ClientInsights #BusinessIntelligence #ThursdayThought

It remains Accomplish Benchmarking's honour to sponsor Digital Client Engagement. Read on for a run-down of the 2 days. Looking forward to DCE 25 already!

Do you feel good when you are in control? Does that make you a ‘control freak’ or an average human? And how does this relate to client engagement? Check out our crib card on 1 of the 7 behavioral biases you should incorporate into your marketing and sales funnel. For more ways you can capitalize on the #ClientBehavior data in your systems, click through for access to Accomplish’s free playbooks 📖 > https://lnkd.in/evsmzXrH #ClientBehaviorBenchmark #AssetManagement #ClientExperience #ClientEngagement #BehavioralAnalytics #ClientInsights #BusinessIntelligence #ThursdayThought

There’s 1 week left until Digital Client Engagement Connect kicks off again for the year. DCE is the invitation-only conference for Heads of #DigitalMarketing and #ClientEngagement from Europe’s top #AssetManagement firms. Here’s a short video of what to expect and a link to the event. https://lnkd.in/eV__tHbB   #ClientExperience #BehavioralAnalytics #ClientInsights #BusinessIntelligence #ClientEngagement #ClientBehaviorBenchmark #AssetManagement 

How can you oversee client behavior “at every stage of the journey and evidence whether you are achieving good outcomes for them?” #ConsumerDuty To find out, join Adam Grainger at the upcoming Digital Client Engagement – the invitation-only forum for Heads of #DigitalMarketing and #ClientEngagement from Europe’s top asset managers. Click to learn more about the event. https://lnkd.in/ehhXtPvY #ClientExperience #BehavioralAnalytics #ClientInsights #BusinessIntelligence #ClientEngagement #ClientBehaviorBenchmark #AssetManagement

Reflections on a great week for any aspiring business owners. Best wishes everyone!

What’s the best way to initiate client engagement? For the answer, check out our crib card here. For more ways you can capitalize on the #ClientBehavior data in your systems, click-through for access to Accomplish’s free playbooks 📖 > https://lnkd.in/evsmzXrH #ClientBehaviorBenchmark #AssetManagement #ClientExperience #ClientEngagement #BehavioralAnalytics #ClientInsights #BusinessIntelligence #ThursdayThought

What 3 advantages establish the business case for #ClientExperience in #AssetManagement? What are the long-term trends that make overlooking #CX an unforced error? Check out this article for the answers > https://lnkd.in/euQCahBy #clientexperience #assetmanagement #clientinsights #compliance #businessintelligence #clientbehaviorbenchmark #clientengagement #behavioralanalytics

How easy is it for your C-suite to oversee #CX? The #ClientBehaviorBenchmark's new Asset Management CX Scorecard lets you monitor “how clients behave at every stage of the journey and whether you achieved good outcomes for them.” #ConsumerDuty This is 1 of 5 new features we’re adding to the Benchmark. Click through to learn about them all. https://lnkd.in/es5vkmFx #clientinsights #consumerduty #assetmanagement #compliance #businessintelligence #clientbehaviorbenchmark #clientexperience #clientengagement #behavioralanalytics