Accomplish is a research and benchmarking firm with deep international experience in Client Experience (CX) in the context of B2B asset management, as well as a range of services and skillsets that are purpose-built for CX initiatives.
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.
Industry is losing pace with its clients’ needs:
This presents an opportunity, but …
of asset managers
are not ready to seize it12
By completing the short survey below (less than 5 minutes) you can quickly assess your firm’s level of CX maturity.
How are firms defining CX and allocating accountability? How and why are they measuring CX? And how well do feel it is going and why? Check out the findings of our latest research.
The CX Maturity Initiative Members’ Area is now live as the secure home for the asset management CX community. It creates the opportunity for firms to learn lessons not just from each other, but also from other industries and from critically-needed research into CX in the context of B2B asset management.
Our interactions with B2C firms have taught us to expect outstanding client experience (CX). However, is it that much more difficult for B2B asset managers to deliver a memorable CX? Or is it just that a holistic and strategic approach based on the primacy of clients needs is the key to success?
