CX Fundamentals

Asset Management CX Fundamentals

We know you understand the commercial imperative of CX, but there is much confusion around the industry – do your colleagues get it?  Check out these  CX Fundamentals resources on topics such as … what CX is, how it works, and the differences between B2C and B2B CX.

CX in a B2B environment
CX fundamentals
Sean Brady

B2B client experience (CX) is different to B2C

As individuals, our transactions with B2C firms have taught us to expect outstanding client experience (CX). However, CX in a B2B relationship has additional features to it over and above B2C and they make B2B CX more complicated and protracted, but still entirely achievable if you use an appropriate model.

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How client experience works
CX fundamentals
Sean Brady

How asset management client experience works

CX operates on the emotional level where, when it comes to decisions about buying, staying and to consuming more, a good experience is forgettable and only the extraordinary counts. This is a huge opportunity for those asset managers who are ready to seize it.

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Use CX to secure competitive advantage
asset management CX Data Readiness Check - free tool

Asset Management CX Data Readiness Check

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Fundamentals of CX for B2B asset managers 2024 update download

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