Accomplish's CX training courses fill a critical gap in the market

Historically, there was no CX training for asset management staff and, as a result, the industry was not aligned on what CX was, why it was imperative, and how it works.

Check out our training

Supporting communities runs through everything we do

Find out how we support our local and professional communities

Accomplish is an information services firm with a single objective

To help our clients develop experiences for their clients that are efficient, reliable, and memorable.

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CX has become the differentiator

Seize the opportunity to adapt

Check out our research

CX Maturity Benchmark

The Asset Management CX Maturity Benchmark – a holistic definition of CX

Gain fresh insights into the state of CX

CX Forum

The European Asset Management CX Forum – advancing CX capabilities across the industry

Join the early movers

Influencing and contributing

R&D gives us command of the latest data and enables us to be ‘relevant, brief, and gone’

Read our research agenda

CX calls for specific skills and capabilities

See our purpose-built skillsets

Asset Management CX Specialists

Asset managers are in a survival-of-the-fittest market

Traditional differentiators have become unreliable and bargaining power has shifted to clients
CX remains as THE way to retain clients and minimises complexity and costs
In an unfavourable macro-economic environment revenue retention takes precedent, which makes CX a top priority

CX is here to stay

As individuals, our constant exposure to B2C CX sets our expectations of B2B companies
This is a relatively recent development
We do not expect this trend to change or reverse

What we do

Accomplish is an information services firm with a single objective: to help asset managers develop efficient, reliable, and memorable experiences for their clients.

We achieve this through asset management CX services that are inter-locking and purpose-built to help firms listen to the voice of their clients, measure their own CX capability, and align internally on how to respond.

We chair the European Asset Management CX Forum, execute its research agenda, and administer the industry CX Maturity Benchmark.

R&D gives us command of the latest data, which enables us to be relevant, brief, and gone in the interests of our clients.

Celebrating the first birthday of the asset management CX Forum

Whoop, whoop!!! We are celebrating the first birthday of the asset management CX Forum! Attendees tripled over the year, solutions developed to the industry’s biggest CX-related issues, and the feedback on what we are achieving is fantastic. We are looking to 2021 with great confidence when the CX Forum will remain free to all as Accomplish’s gift to the industry’s CX community.

CX - the differentiator

Industry is losing pace with its clients’ needs:

x2

as many indicators that asset managers are delivering an unfavourable CX than a favourable one¹

This presents an opportunity, but …

25 %

of asset managers
are not ready to seize it¹²

1. Accomplish Consulting, 2019. Client experience has become THE differentiator: 77% of firms lack a CX strategy, while 72% lack effective CX governance

2. Accomplish CX Maturity Benchmark, November 2019: 76% of firms have not laid the foundations of CX.

“Asset management distribution organisations have failed to keep up with buyer needs and client demands”

– Casey Quirk, 2019

Early movers are using CX to secure competitive advantage

Accomplish helps firms build experiences that are efficient, reliable, and memorable

Common language and industry definition of B2B CX
Industry-wide CX benchmarks
Solving the industry-level CX issues by developing new tools and techniques for CX Forum members
CX community insights, support, and lessons learned
Training to align firms on the importance of CX, what good looks like, and how to become client-led
Learning the art of the possible from other industries
Firm-specific solutions and consulting services

We measure CX and help asset managers solve their problems

Both sides of the CX coin – we have two corresponding benchmarks:
- The CX Touchpoint Benchmark gauges your alignment with what clients want
- The CX Maturity Benchmark measures the strength of your internal CX capability
We are helping firms develop effective CX strategies in response to what they discover
We are implementing our “ground-breaking” technique that enables institutional asset managers to measure their own CX

Conduct a self assessment of your firm's CX maturity

By completing the short survey below (less than 5 minutes) you can quickly assess your firm’s level of CX maturity.

News

Celebrating the first birthday of the asset management CX Forum

Adam Grainger 18 November 2020

How asset managers segment and tier their clients

News

How asset managers segment and tier their clients

Segmentation is about your clients’ needs. Tiering is about yours. Together with client journeys, you can make your business feel like a natural home for your clients as well as target your most valuable relationships. Accomplish’s latest research has unearthed how asset managers are doing this and how a minority of asset managers are gaining strategic value.

Adam Grainger 31 October 2020

News

Applying segmentation and tiering for asset managers

Effective segmentation and tiering are worth the strategic value they bring. In this second blog in our three-part series, we demonstrate how firms can secure the value they strive for.

Adam Grainger 22 October 2020