Author: Accomplish – www.accomplish.world
In brief
Can you name 7 behavioral biases you should incorporate into your sales funnel? And what is the behavioral science behind a 5-level client retention strategy?
The Client Behavior Benchmark let’s asset managers see WHERE they out- and underperform at getting time and money from clients, aka ‘client engagement’. To give firms a new competitive edge, Accomplish has launched two ground-breaking playbooks that show asset managers HOW they can outperform at engaging clients while, at the same time, giving them a better experience.
On this page, you can download your free asset management client engagement playbooks ⬇️ watch the video 🎥 or just enjoy discovering by reading our blog 📖
Asset management client engagement playbooks from Accomplish Benchmarking on Vimeo.
See WHERE you outperform at engaging clients
The Client Behavior Benchmark lets asset managers see WHERE they out- and underperform at getting time and money from clients, aka client engagement.
With these insights, firms are managing their institutional sales funnels and end-to-end client journeys holistically – across marketing, sales, and service.
With pinpoint accuracy, they can now identify areas of underperformance, act to fix them and, in so doing, combat client leakage by actively managing their effect on whether clients buy, stay, and buy more.
Asset management client engagement playbooks: HOW to outperform
Gifts of time and transfers of money are behaviors and so Accomplish has published two ground-breaking playbooks on HOW to outperform using behavioral science while, at the same time, giving clients a better experience:
- Promote and Sell reveals 7 behavioral biases marketing and sales teams should incorporate into their sales funnels to convert one client engagement into another.
- Serve and Retain unearths the behavioral science behind a 5-level client retention strategy for relationship and service teams.
In plain English, the playbooks 1) explain what makes humans take action, 2) explore the behavioral science you should incorporate into your sales funnel and end-to-end client journey, and 3) highlight common mistakes and simple best practices.
To let Accomplish’s benchmarking clients track their success, the asset management client engagement playbooks integrate directly with the KPIs in the Client Behavior Benchmark.
Download your free playbooks
In sum, we broke down ‘client engagement’ into its component behaviors and categorised them for:
- Marketing and sales teams.
- Service and relationship teams.
The playbooks show asset managers HOW they can use statistically-proven behavioral techniques to outperform at stimulating the behaviors they want to see their clients display.
Click below to download your free copies.
Promote and Sell
7 behavioral biases marketing and sales teams should incorporate into their sales funnels to convert one client engagement into another.
Serve and Retain
The behavioral science behind a 5-level client retention strategy for relationship and service teams.
