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Asset Management CX Bench­marking

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.

Compare your ‘effect’ on your clients’ behaviour

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 care about CX?

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.

Other key services

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.

CX Maturity

your internal CX capability

Asset Management
CX Forum

with the industry CX community

Asset Management
CX Research

Stay up-to-speed
with the leading edge of CX

Digital indicators of opportunity and risk

Indicators of opportunity and risk

Asset managers are measuring engagement, but they are less clear on whether they are measuring the right things and what they should do with the information. This R&D project will define the digital indicators of client opportunities and mandates at risk so you will be able to monitor them, know when you have deviated from the industry average, and respond accordingly.

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Accomplish CX Maturity Assessment

How CX maturity benchmarking works

As demand for the CX Maturity Benchmark continues, here is an explanation of how it works in three straightforward steps: 1) the CX maturity assessment, 2) the CX maturity profile session that highlights the absolute and relative maturity of your CX capability and recommended response strategy, and 3) free ongoing membership of the Asset Management CX Forum.

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Get in touch

Want to know more about asset management CX benchmarking? Send us an e-mail. We would love to hear from you.