Discover,
where your CX is helping,
or hurting, your bottom line
Asset management client experience
What is
asset management client experience?
CX is an ‘effect’ you ‘cause’
- CX is an ‘effect’ your company ‘causes’. You can observe this effect in what clients say (feedback) and what they do (behavior).
- Feedback is subjective while behavior is objective – measurable in either time or money along the pre- and post-sale experience.
- It is vital because if your CX underperforms at engaging clients, they will give their time to your competitors … and then their money.
Adam Grainger (Accomplish) and Joffrey Martinez (Artefact) explain why AI-driven CX will be the new ‘table stake’ for asset managers, and what to do about it. The Summit for Asset Management (TSAM) in London, in April 2025.
Widely-deployable AI is making CX excellence mandatory
With AI-driven CX set to become the next ‘table stake’, firms are competing to show clients their mastery of AI.
Success will depend on your CX data maturity, yet many firms are hindered by fragmented, inconsistent, or inaccessible data … and only limited budget for fixing the problem.
That’s why we built Fetch – your CX data collection agent that automates KPI creation across your client journey, while keeping you in control.
How client experience works
CX is science.
CX is art.
Either way, your success will show in your numbers.
Crucially, CX operates on the emotional level where only the extraordinary gets remembered, shared, and discussed.
So,
be
extraordinary
or be forgotten.
Your success will show in the time and money they give along your client journey – their digital engagement, their in-person engagement, and the rates at which they buy, stay, and buy more.
The CX Benchmark
At Accomplish, we run the CX Benchmark that lets asset managers pinpoint, in time and money, where their CX out- and underperforms.
We do this because Accomplish’s goal is to turn CX from being a soft and vague concept for asset managers into a tangible, measurable, and commercially-actionable discipline.
Designed for asset managers by asset managers:
- A unique global dataset of client behavior.
- Executive scorecard, high-ROI insights, detailed analytics, specialist hypotheses, and unconflicted recommendations.
- Institutional benchmarks across the Americas, EMEA, and Apac.
- Data is valuable.
- Insights are vital.
“If another asset manager is having an enviable effect on the behavior of our client, we want to know so we can exceed it, emulate it, or defend against it.”
