Accomplish is a B2B asset management CX benchmarking firm. In a crowded market, our benchmarks help firms stand out. This is important because good experiences are commonplace and quickly forgotten.
Only the extraordinary get remembered, shared, and discussed.
Client experience (CX) is an ‘effect’ you ‘cause’ that occurs in what clients do (behaviour) and what they say (feedback).
What humans do can differ dramatically from what they say. So, if you want to measure their experience, their behaviours will tell you the true story.
But what should you measure?
Save time and effort trying to figure this out by pulling the industry best practice taxonomy of CX metrics off the shelf, and begin measuring CX immediately.
With Accomplish’s CX Touchpoint Benchmark, you will then be able to compare yourself against your peers, as well as predict and influence your effect on clients’ behaviour.
Why have highly reputable asset management companies developed CX capabilities?
Why are an increasing number of firms joining them?
After decades of getting by without CX, why now?
Is it just a fad?
What can anyone possibly tell me about *my* clients that I don’t already know?
If these questions are familiar to you, explore our research into the answers.
Our other asset management CX benchmarking helps firms understand what they can do to keep up with industry best practices, how they can learn lessons from others, and what new practices we should incorporate into the industry.
Evaluate
your internal CX capability
Engage
with the industry CX community
Stay up-to-speed
with the leading edge of CX
As we prepare for Accomplish’s third birthday, we are proud to announce our third community project, which we have called ‘nurturing the future’. In honour of every client, we are now donating a proportion of revenue to planting trees in their local states, départments, counties, etc.
What are the moments that matter across the investment client journey for insurers? And what effect does an asset manager want to have at these moments? The CX Forum’s latest project will find out.
We are excited to be hiring a graduate Client Experience Analyst to help us scale up and prepare for growth. We are looking for someone who wants to specialise in a sought-after discipline, wants to be a valued colleague in a growing business, and wants a breadth of responsibilities and a say in how the business is run.
Want to know more about asset management CX benchmarking? Send us an e-mail. We would love to hear from you.
